In preparation for MacroFest we're excited to launch our new series of polls.
You'll see a number of questions on key topics that relate to our online virtual event. Take the poll now and we'll release the results closer to the event and of course dissect, discuss and debate them at MacroFest itself!
Day One: Global Macro & Strategy Tuesday 19th January 2021 Covering:
The virus, the vaccine, the K and the scars
How to position for the recovery and beyond.
Looking through the recovery: What is normal anyway?
TS Lombard’s January MacroFest Looking through the recovery: What is Normal Anyway?
Please mark the 19th and 20th of January in your calendar as we explore the global economic recovery, key risks for 2021 and beyond, and hear from our country and regional specialists about what this all might mean for the world and for Asia. We look forward to virtually seeing you then!
TS Lombard’s Macrofest: 2021. What is Normal Anyway? Does everything go back to normal in 2021, and what is normal anyway? Join TS Lombard’s Forum and find out what this new normal will look like and what it means for financial markets and investors in 2021 and beyond. The format will allow you to dip in and out of sessions (30 minute sessions) that are most relevant to you.
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 points
Day One: Global Macro & Strategy
Tuesday 19th January 2021
16:00 - 16:30 HKT (08:00 - 08:30 GMT) - The virus, the vaccine, the K and the scars. Speakers: Christopher Granville in conversation with Dario Perkins, Managing Director, Global Macro
16:30 - 17:00 HKT (08:30 - 09:00 GMT) - 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
17:10 - 17:50 HKT (09:10 - 09:50 GMT) - 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
Day Two: Deep Dive
Wednesday 20th January 2021
16:00 - 16:30 HKT (08:00 - 08:30 GMT) - What are the alternatives? The end of 60/40 investing: the new era of asset allocation is here Speakers: Martin Shenfield in conversation with Andrea Cicione, Head of Strategy and Andrew Lawrence, Asia Property Analyst.
16:30 - 17:00 HKT (08:30 - 09:00 GMT) - The next currency war for Emerging Markets. Speakers: Oliver Brennan, Head of Research, in conversation with Bo Zhuang, Chief China Economist, and Jon Harrison, Managing Director, EM Macro Strategist
17:10 - 17:50 HKT (09:10 - 09:50 GMT) - 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. Speakers: Nick Bourne in conversation with Dario Perkins, Managing Director, Global Macro
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