EVENTS:   Hidden Gems & Hidden Risks: Where are we in the Economic and Market Cycle? & What are the Risks? - Chris Watling/Longview Economics - 22 Sep 26   Rubin, Custom ASICs, and CPO Timing (JNK Research Supply Chain Signals into 2027) - Martin Jacobs/JNK Research - 24 Sep 26     ROADSHOWS: Revelare Ideas Lunch: Buyside Perspectives across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •     29 - 30 Sep 26       Market Insights on Consumer / Retail Sector and Stocks - Mark Friedman & Marni Shapiro /The Retail Tracker   •   London   29 - 30 Sep 26       China Macro & U.S.-China Policy - Leland Miller /China Beige Book   •     01 - 02 Oct 26      
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