Geopolitical Shifts & Global Trends
18 Sep 25 15:00 BST / 10:00 ET / 16:00 CET
Greenmantle
Niall Ferguson
Niall Ferguson
Managing Director
Niall is a Managing Director, is one of the world’s leading historians and an influential commentator on contemporary politics and economics. He has published fifteen books, including The Ascent of Money, Kissinger: 1923-1968: The Idealist, and most recently, The Square and the Tower: Networks and Power, from the Freemasons to Facebook. His many prizes and awards include the Benjamin Franklin Prize for Public Service (2010), the Hayek Prize for Lifetime Achievement (2012) and the Ludwig Erhard Prize for Economic Journalism (2013).
Will consumption ever rise? Will exchange rates ever appreciate?
23 Sep 25 15:00 BST / 10:00 ET / 16:00 CET
East Asia Econ
Paul Cavey
Paul Cavey
Economist
For 25 years Paul has been an economist working on Asia, with a particular focus on China. Starting in 1997 he worked in the Asia team at the Economist Intelligence Unit, eventually becoming Chief China Economist, with a remit for economic and thematic research. Following that, he spent seven years at Macquarie Securities as the Head of China Economics, where the focus was on equity and commodity clients. Between 2012 and 2021 he was a Macro Strategist in a global fixed income team at Wellington Management, where he also led the firm’s macro analysis and forecasting efforts on China, Japan, and Korea.
While at Wellington, his work was internally-focused. Before that he would regularly speak to the media, had a weekly column in Caijing, and contributed opinion pieces to the Wall Street Journal, Financial Times and SCMP. After first spending a year in Henan in the mid-1990s, he has now spent two decades living in the region, in Taipei, Beijing, Hong Kong and Tokyo. He is now back living in Taiwan. He is fluent in Mandarin Chinese.
Economic Boom or Bust? AI Boom or Bust?
08 Oct 25 15:00 BST / 10:00 EDT / 16:00 CET
Minack Advisors
Gerard Minack
Gerard Minack
Director
Gerard has been analysing, forecasting and advising on financial markets since 1987. His focus is the fundamental factors that usually drive investment performance: valuation, currency, monetary policy and the economic cycle.
Gerard retired from Morgan Stanley in May 2013. He had been the global cross-asset strategist and before that Morgan Stanley’s global developed market equity strategist. Earlier in his career Gerard worked at ABN AMRO and BZW (both investment banks); Syntec Economic Services, an independent research provider; and in government.
