TS Lombard's 2021 MacroFest

TS Lombard’s January MacroFest
Looking through the recovery: What is Normal Anyway?

Does everything go back to normal in 2021, and what is normal anyway? Join TS Lombard’s MacroFest on the 12th and 13th of January to find out what this new normal will look like and what it means for financial markets and investors in 2021 and beyond.

Among many questions we'll address across the two days we will be talking about:

1)     The consensus says next year is all about Goldilocks growth leading to the roaring twenties. Is it really that simple?
2)     Will – and should – easy fiscal policy survive the recovery?
3)     The dollar decline view is consensus. Does next year herald the start of the next currency war?
4)     What are the three biggest risks for 2021?

* MacroFest is accredited for 3 CPD points for each day or 6 in total. Attendance qualifies for CFA Institute CE pointsCPDMember-logo-1

Day One: Global Macro & Strategy

Tuesday 12th January 2021

  • 14:00 - 14:40 GMT (09:00 - 09:40 EST) - Looking through the recovery: What is normal anyway? Back to normal after the vaccine,  but we explore why normal is different.
    Speakers: Nick Bourne as moderator with Charles Dumas, Chief Economist, & Steven Blitz, Chief US Economist
  • 14:40 - 15:10 GMT (09:40 - 10:10 EST) - Inflation: Why growth roars back next year but inflation doesn’t.
    Speakers: Martin Shenfield as moderator with Shweta Singh. Managing Director Global Macro

  • 15:20 - 15:50 GMT (10:20 - 10:50 EST) - The virus, the vaccine, the K and the scars.
    Speakers: Christopher Granville in conversation with Dario Perkins, Managing Director, Global Macro

  • 16:00 - 16:30 GMT (11:00 - 11:30 EST) - Strategy Focus. How to position for the recovery and beyond. 
    Speakers: Jon Harrison, Managing Director, EM Macro Strategy, in conversation with Andrea Cicione, Head of Strategy
Register here for our Tuesday 12th January 2021 event

Day Two: Deep Dive

Wednesday 13th January 2021

The Energy Transformation

What you should focus on for this huge transformation.

14.00 - 14.30 GMT (09:00 - 09:30 EST)
Christopher Granville, Managing Director, Global Political Research, in conversation with Konstantinos Venetis, Senior Economist, Grace Fan, Managing Director, Global Policy Research and Disruptive Themes Research, and Marcus Chenevix, MENA Analyst

RCEP: Making Asia Great Again

Is China centred Asia the future? What does de-Americanisation, RCEP, DCS mean for investors in the next cycle?

15.10 - 15.40 GMT (10:10 - 10:40 EST)
Larry Brainard, Chief EM Economist, in conversation with Shumita Deveshwar, Director, India Research and Rory Green, China and North Asia Economist

What are the alternatives?

The end of 60/40 investing: the new era of asset allocation is here.

14.30 - 15:00 GMT (09:30 - 10:00 EST)
Speakers: Martin Shenfield in conversation with Andrea Cicione, Head of Strategy, and Andrew Lawrence, Asia Property Analyst

The Next Currency War

The Next Currency War for Emerging Markets 

15.40 - 16:10 GMT (10:40 - 11:10 EST)
Speakers: Oliver Brennan, Head of Research, in conversation with Bo Zhuang, Chief China Economist, and Jon Harrison, Managing Director, EM Macro Strategist

Closing Session

The 3 biggest risks this year.

Every year there are major risks lurking for markets, this year is no different. We highlight our three main risks that investors should watch out for.

16:20 - 17:00 GMT (11:20 - 12:00 EST)
Speakers: Nick Bourne in conversation with Dario Perkins, Managing Director, Global Macro

Register here for our Wednesday 13th January 2021 event

Managing Director
Nick Bourne-2

Nick Bourne

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Chief Economist
Charles Dumas-1

Charles Dumas

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Chief US Economist
Steven Blitz-Dec-08-2020-10-34-57-34-AM

Steven Blitz

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MD, Strategy
Martin Shenfield-1

Martin Shenfield

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MD, Global Macro
Shweta Singh-2

Shweta Singh

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Christopher Granville-3

Christopher Granville

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Dario Perkins-1

Dario Perkins

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MD, EM Strategy
Jon Harrison-1

Jon Harrison

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Head of Strategy
Andrea Cicione-2

Andrea Cicione

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Senior Economist
Konstantinos Venetis-1

Konstantinos Venetis

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MD, Global Policy Research
Grace Fan2

Grace Fan

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Asia Property Analyst
Andrew Lawrence-2

Andrew Lawrence

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Chief EM Economist
Lawrence Brainard-1

Lawrence Brainard

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MD, India Research
Shumita Sharma Deveshwar-1

Shumita Deveshwar

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Economist, China and North Asia
Rory Green-3

Rory Green

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Head of Research
Oliver Brennan-1

Oliver Brennan

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Chief China Economist
Bo Zhuang-1

Bo Zhuang

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