Haver Resources
May 16

Webinar: Three Themes and Some Flows

Our latest research webinar, “Three Themes and Some Flows” is now available for on-demand viewing.

Senior economist Andy Cates along with Steve Muzzlewhite, the global head of customer solutions at EPFR, discuss three global macro themes; the crisis in Ukraine, recession risks which link to stagflation stress, and sub-merging emerging markets. Steve provides his expert perspective and illustrates some of EPFR’s financial market flows data which directly link to the three macro themes discussed. The webinar also includes specially crafted visuals using Haver’s DLX platform that provide insight into the discussion and help to illustrate the conclusions.

Click to View

Agenda: 

  • Key financial market flows from the crisis in Ukraine and stagflation concerns.
  • Shifts in GEM and sector allocation have been notable
  • The search for yield continues
  • Smaller marginal EM markets are benefiting

Duration: 18 minutes

About The Author

Haver Analytics is pleased to bring Andrew Cates's commentaries on the state of the global economy to its clients.

Andy Cates has more than 25 years of experience forecasting the global economic outlook and in assessing the implications for policy settings and financial markets. He has held various senior positions in London in a number of Investment Banks including as Head of Developed Markets Economics at Nomura and as Chief Eurozone Economist at RBS. These followed a spell of 21 years as Senior International Economist at UBS, 5 of which were spent in Singapore. Prior to his time in financial services Andy was a UK economist at HM Treasury in London holding positions in the domestic forecasting and macroeconomic modelling units.

He has a BA in Economics from the University of York and an MSc in Economics and Econometrics from the University of Southampton.