OE Logo

Key themes for Emerging Markets 2026

17 December 2025 – 10.30am EST (New York)
online

We welcome you to a live debate of the following views:

  • EMs will face lower-than-usual risks and positive sentiment towards EMs’ will continue
  • China’s boost to manufacturing will be EM-positive.  The impact of lower global prices and on those in China’s supply chains will outweigh the impact of competition on some EMs
  • Fiscal risks: The riskier EMs will die another day; in 2026 investors will get rewarded and the medium-term unsustainability can will be kicked again.
  • Asset Managers should continue to enjoy carry trades trades but we will need to discuss global and country-specific banana skins! On the latter, Senegal and Ukraine are best avoided

This webinar is being held on our new platform, ON24. If you do not receive your confirmation email, please check your junk and spam folders.

Speakers

Sergi Lanau
Sergi Lanau

Sergi’s research focuses on emerging and frontier markets. He joined Oxford Economics in 2023. He previously worked on emerging markets and the eurozone at the Institute of International Finance and IMF. He began his career at the Bank of England.

Director of Global Emerging Markets Strategy
Gabriel Sterne
Gabriel Sterne

Gabriel delivers macro-economic products tailored for corporates and financial markets, as head of a team that integrates EM macro and strategy views.  In recent years he has published wide-ranging research including on stagflation risks, monetary policy credibility, global savings, demographics, Covid scarring, risks and resilience in emerging markets, and sovereign crisis resolution. He joined from investment banking boutique Exotix in May 2014, following 20 years of public sector experience, including at the Bank of England and International Monetary Fund.

Head of Emerging Markets
Alexandra Hermann
Alexandra Hermann

Alexandra is a Lead Economist on the Industry team where she is responsible for sectoral forecasts for the chemicals and pharmaceuticals industry and helps develop the team’s view on the global industrial outlook. She has also supported macroeconomic consulting projects such as developing scenario analyses for Accenture. Her role also involves contributing to bespoke industry consulting projects across a range of sectors such as chemicals, machinery, and energy.

Prior to joining Oxford Economics, Alexandra worked as an economic consultant for Cornerstone Research for over two years. At Cornerstone Research, she was involved in conducting qualitative research and quantitative analyses to support expert testimony in high-stakes litigation cases across a variety of sectors including energy, pharmaceuticals, and financial markets. Alexandra holds an MPhil in Economics from Oxford University and a BSc in Economics from the University of Mannheim. Alexandra is fluent in English and German.

Lead Economist, Asia Macro
Tomas Dvorak
Tomas Dvorak

Tomas is a Senior Economist in the Macro and Investor Services’ eurozone team. He oversees the coverage of Central and Eastern Europe in addition to producing thematic research on the eurozone and developing modern, data-driven approaches to economic forecasting, including the use of alternative and high-frequency data.

Tomas holds an MA in economics from the University of Glasgow and an MSc in economics from the University College London. He previously worked as a data scientist at KPMG and as an advisor in the European Parliament.

Senior Economist
This WEBINAR was brought to you by the emerging markets asset management team.
Emerging markets insight and opportunity at your fingertips.

Sign up below:

17 December 2025
10:30am EST
( New York )