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Webinar
Aviation’s role in fuelling economic growth and how to future-proof global air transport

with Chloe Parkins, Sami Hamroush, Stephen Rooney and Haldane Dodd | Online | April 10, 2025

Aviation is a key driver of global economic growth, connectivity, and innovation. This webinar, co-hosted by Oxford Economics and the Air Transport Action Group, will explore the findings of the Aviation: Benefits Beyond Borders report, highlighting aviation’s role in economic development, job creation, and global trade, specifically in developing countries and emerging economies. It will provide a platform for an insightful discussion on the challenges of a global industry and how to future-proof air transport for generations to come.

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Webinar
Realigning supply chains in a time of tariff uncertainty

with Alex Mackle, Martina Bozadzhieva and Ricardo Gomez Melgar | Online | April 9, 2025

In this webinar, we'll explore the outlook for how tariff uncertainty may affect corporate decisions about supply chain structures. We'll also review Oxford Economics' updated Market Compass index. The index compares manufacturing attractiveness across markets globally to inform companies pressure-testing their manufacturing location plans.

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Webinar
A dampened CRE recovery in 2025

with Abigail Rosenbaum and Riccardo Pizzuti | Online | April 4, 2025

While we anticipate solid economic growth in 2025, ongoing tariff uncertainty continues to pose downside risks. We expect US inflation to rise in the short term, leading the Fed to hold rates steady until December. Elevated long-term bond yields are expected to temper investor sentiment. As a result, the commercial real estate (CRE) pricing recovery will remain subdued this year, though not derailed, before gaining stronger momentum in 2026 and 2027. In this real estate webinar, we utilize our proprietary Relative Return Index (RRI) to identify compelling risk-adjusted investment opportunities across global CRE markets as the pricing recovery unfolds.

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Webinar
Can the economy weather the policy storm?

with Ryan Sweet and Michael Pearce | Online | April 3, 2025

The narrative around US policymaking and its growth impacts this year. Tax and spending changes wouldn't take effect until next year, while immigration restrictions would slowly weigh on the economy, as not all recent immigrants immediately participate in the labour market and past immigrant cohorts would support growth in labour supply this year. However, the biggest wild card in our forecast has always been trade policy but DOGE is an emerging risk. Deregulation is an upside risk to the near-term forecast as it could boost productivity growth and business investment. This webinar will discuss how the policy landscape, the near-term economic outlook and what is ahead for the Federal Reserve.

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Webinar
Assessing Nature Risk and Quantifying Scenarios

with Jake Kuyer, Sarah Nelson and Aniska Bitomsky | Online | March 27, 2025

Nature degradation and biodiversity loss pose material challenges to corporate strategy and risk management. We will discuss how we assess nature-related risks, impacts and dependencies, and explore their implications for companies' business operations including the supply chain. Join us to hear how we model potential changes to the future state of nature in our newly developed scenarios, which offer both qualitative narrative and quantitative analysis, and get an insight into how these changes might feed through to the economy and international supply chains. Our analysis can support robust transition planning and help companies align with TNFD and SBTN.

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Webinar
Tariffe e tensioni geopolitiche, quale impatto per l’Europa?

with Nicola Nobile and Paolo Grignani | Online | March 26, 2025

Mentre il mondo si scontra con un’amministrazione Trump molto interventista, l’economia dell’Eurozona rimane sostanzialmente bloccata, in attesa di sviluppi sul fronte dazi e alle prese con la questione Ucraina e le relative implicazioni a livello di spesa per la Difesa.

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Webinar
The outlook for commodities amid tariffs and a potential Ukraine ceasefire

with Stephen Hare, Kiran Ahmed, Samuel Bakst and Sebastien Tillett | Online | March 21, 2025

The new US administration’s policies have created significant uncertainty, increasing volatility in commodity markets. In this webinar, we explore the impact the US import tariffs and retaliatory tariffs will have on commodity markets. We will also discuss the impact of the evolving situation in the Ukraine-Russia war on commodity markets.

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Webinar
Sustainability risk and business resilience: How to turn sustainability into a competitive advantage

with Jake Kuyer and Debra D'Agostino | Online | March 20, 2025

Join Debra and Jake for a discussion on what exactly sustainability risk is, what its implications are for business resilience, and how better understanding this risk may be turned into a competitive advantage. Economics can help provide clarity in a highly uncertain world - we explore how much risk is ‘hidden’ in company’s supply chains, what types of events might disrupt business-as-usual, and how economics can be applied to provide insight to manage this business risk.

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Webinar
Tariffs to shake up Asia-Pacific’s industrial sectors

with Toby Whittington and Makoto Tsuchiya | Online | March 20, 2025

The industrial outlook for the Asia-Pacific region this year will be mired by tariff barriers, trade uncertainties and structural economic shifts. China is at the forefront of the Trump administration’s new tariff policies, but the impacts will be felt across the region. The realignment of trade flows as firms seek to avoid tariffs on China will create opportunities for some regional players, particularly in the high-tech sector where economies such as Taiwan and Korea have well-established high-end production know-how, while emerging economies in South East Asia are increasingly trying to move up the value chain. This webinar will explore these shifting trade relationships and how they will impact short and medium-term industry trends within APAC.

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Webinar
Heightened tensions – Quantifying the impact of higher tariffs, crisis in the Middle East, and other global scenarios

with Jamie Thompson, Ronan Hegarty and Adam Onoszko | Online | March 18, 2025

What would a period of heightened global tensions mean for the global economy? This webinar explores the potential fall-out from trade war and a period of energy market disruption. We also highlight other key risks quantified in our Q1 2025 Global Scenarios Service, including the potential for a market correction, and review the evidence from our very latest Global Risk Survey.

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Webinar
Frontier Markets: Weighing the rally against the underlying risks 

with Evghenia Sleptsova, Callee Davis and Sergi Lanau | Online | March 17, 2025

We will look at the possible drivers of the recent rally in HY sovereign credit, and whether it moved in line with underlying macro fundamentals. We will give further insights into several HY sovereigns, including Ukraine, Senegal, Gabon and Ecuador. 

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Webinar
First shots of the tariff wars disrupt the industrial landscape

with Nico Palesch and Sean Metcalfe | Online | March 13, 2025

The return of President Trump to the White House has been accompanied by a flurry of executive actions, statements, and threats that have brought on mild but notable downgrades to our forecasts for global macroeconomic and industrial growth. Underneath the hood however some sectors and some regions are much more exposed in both our baseline forecasts and in more damaging trade scenarios. Join us to hear about what we think is likely to happen in the near and medium term, how it will affect key industrial sectors and how things could deteriorate if trade actions escalate further. We will also cover the state of European industry—why the industrial recession has lasted so long and what factors are holding back recovery.

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Webinar
Shifting Trade Flows: The Impact of Tariffs on Global Trade

with Ben Udy | Online | March 12, 2025

The global trade landscape been evolving quickly as Trump has changed his tariff policy. In this webinar we’ll explain how the latest tariff landscape will impact global trade, the rerouting of trade we expect to occur, which countries are set to be most impacted and the outlook for Trump, tariffs and trade from here.

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Webinar
China: After the Two Sessions

with Louise Loo | Online | March 11, 2025

Chinese policymakers have doubled down in recent months in signalling a strong policy response to the economy’s domestic and external economic challenges. But after months of policy disappointments, how aggressive and effective will and can stimulus be? What are officials signalling differently in this year’s Two Sessions, about their assessment of the economy’s twin debt and domestic demand challenges? We explore the implications for growth in China and why foreign spillovers from China’s policy developments this year could look different compared to past cycles.

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Webinar
The evolving risks around tariffs

with Adam Slater and Ben May | Online | March 6, 2025

One of the most talked about uncertainties surrounding the global outlook remains the path for US tariffs. In this webinar we provide an update on what we consider to be the most likely path for tariffs and how the risks around this view are evolving.

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Webinar
Construction in transition: What are tomorrow’s growth drivers?

with David Walker, Sean Langcake, Adrian Hart, Nicholas Fearnley and Timothy Hibbert | Online | March 5, 2025

Join us for an insightful session on the evolving landscape of building and construction in Australia. Industry leaders will share insights on emerging growth drivers like data centres and public hospitals, alongside challenges from capacity constraints and cost pressures. Learn how policy shifts, institutional investments, and global resource demand are shaping the future, and discover strategies to position your business for success. Together, they will provide the latest outlook and in-depth discussions on Australia’s Construction Sector.

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Webinar
Eurozone: tariff threat weighs on the outlook

with Mateusz Urban | Online | March 5, 2025

The eurozone economy remains stuck in a low gear and we have recently cut our growth forecasts as a result of our expectation of US tariffs on European imports being imposed over the coming months. While we still think the Eurozone economy is more likely to continue to grow at weak pace rather than fall into recession, the list of risk factors – ranging from more cautious households and firms to a full-blown trade war – remains long. In this webinar, we will discuss both the recent changes to our baseline and the risks around it, as well as their consequences for the fiscal and monetary policy outlook.

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Webinar
Australian and Global Economy Unveiled: Growth pathways, Fiscal sustainability, Tariff’s and Trump and Australia’s Net Zero Future

with Ben Udy, David Walker, Kristian Kolding and Sean Langcake | Online | March 4, 2025

Explore the shifting dynamics of the global economy and the critical challenges shaping growth and inflation in 2025 and beyond. As post-pandemic disruptions give way to new uncertainties, we’ll delve into fiscal sustainability, evolving interest rates, and their differentiated impacts on sectors, cities, and markets. Gain actionable insights from expert-led sessions on Australia’s economic outlook and the journey to net zero.

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Webinar
The future of the middle class in emerging markets

with Marcos Casarin | Online | March 3, 2025

We forecast the emerging market middle class will double in size in the next ten years. In this webinar, we will discuss what went wrong with the emerging market middle class in the mid-2010s and what are the best growth opportunities in the next five to ten years.

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