Emerging markets key economic themes for 2025

We present our views on the impact on EMs of the Trump presidency, key trends and outlook for sovereign risk, monetary policy outlook and the implications of a prolonged period of hawkishness, and top macro and asset calls for 2025.

Fill out the form to watch the webinar on demand.

Would like to learn more? 

Click here to download our Emerging Markets Key Themes 2025 report.

Evghenia Sleptsova

Senior EM Economist

+44 (0) 203 910 8022

Evghenia Sleptsova

Senior EM Economist

London, United Kingdom

Evghenia is part of the Global Emerging Markets Research team, where she manages the workflow on our global risk frameworks – Sovereign, currency and banking sector risk tools, and covers Ukraine as a macroeconomist. Evghenia has over 15 years of research and consulting experience in macroeconomics, country and sovereign risk analysis and international trade. In her earlier career, she covered Russia, CIS and CEE, as well as global risk products. Evghenia worked at Roubini Global Economics, London, at KPMG and European Commission Delegation (Moldova), and Institute for Economic Research and Policy Consulting (Ukraine).

Gabriel Sterne

Head of Global Emerging Markets

Private: Gabriel Sterne

Head of Global Emerging Markets

London, United Kingdom

Gabriel delivers macro-economic products tailored for corporates and financial markets, as head of a team that integrates EM macro and strategy views.  In recent years he has published wide-ranging research including on stagflation risks, monetary policy credibility, global savings, demographics, Covid scarring, risks and resilience in emerging markets, and sovereign crisis resolution. He joined from investment banking boutique Exotix in May 2014, following 20 years of public sector experience, including at the Bank of England and International Monetary Fund.

Sergi Lanau

Director of Global Emerging Markets Strategy

Sergi Lanau

Director of Global Emerging Markets Strategy

London, United Kingdom

Sergi’s research focuses on emerging and frontier markets. He joined Oxford Economics in 2023. He previously worked on emerging markets and the eurozone at the Institute of International Finance and IMF. He began his career at the Bank of England.

Back to Events

Related Content

globe
Global Macro Service

Monitor macro events and their potential impact.

Find Out More
Tactical - chess
Global Macro Strategy Service

Global insight and opportunity at your fingertips.

Find Out More
Current Expected Credit Loss (CECL)
US Forecasting Service

Access to short- and long-term analysis, scenarios and forecasts for the US economy.

Find Out More
Emerging Markets
Emerging Markets Asset Manager Service

Emerging markets insight and opportunity at your fingertips.

Find Out More