Event

Global Economic Outlook Conference 2025

Growth in a time of shifting economic policy.

As the pandemic disruption has dissipated, the global economy has settled back into a familiar pattern of weak growth and close to target inflation. But beneath the surface the way the global economy is growing has changed, making growth scares and geopolitical uncertainty more common.

At the same time questions over the sustainability of the public finances and the long run level of interest rates loom large. How economic policy adapts to these challenges will have a huge influence on how growth and inflation in 2025 and beyond evolves. We examine the influence of these factors on all aspects of the economy from their differentiated impact on sectors, cities and investment markets.

Join us in London on 5th February 2025.

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Agenda

09:30am
Arrival & Registration
10:00am
Chairman’s Introduction
Adrian Cooper
Chief Executive Officer
10:10am
Global Economic OutlookThe shifting pattern of global growth
Innes McFee
Innes McFee
Managing Director of Macro and Investor Services
10:50am
Navigating Future Risks
Felicity Hannon
Felicity Hannon
Director, Climate Modelling and Scenarios
Neil Walker
Managing Director of Macro Modelling and Scenarios
11:30am
Networking Break & Refreshments
12:00pm
Trump 2.0: Examining Policy Shifts and Their Impact on the Global Economy
Martina Bozadzhieva
Director Macro & Investor Services
Ben May
Director, Macro Forecasting & Analysis
Abby Samp
Director, Industry Subscription Services
Felicity Hannon
Felicity Hannon
Director, Climate Modelling and Scenarios
12:50pm
Lunch
Track 1
2:10pm
Regaining spending
power: the 2025 outlook for consumers
Martina Bozadzhieva
Director Macro & Investor Services
Marcos Casarin
Corporate Advisory Engagement Lead
Helen McDermott
Helen McDermott
Director of Global Forecasting, Tourism Economics
Track 2
2:10pm
Building Portfolio Resilience: Investment Strategy themes for a new political economy
Javier Corominas
Daniel Grosvenor
Sergi Lanau
3:10pm
Networking Break & Refreshments
Track 1
3:30pm
Opportunities
and risks for industrials in 2025
Martina Bozadzhieva
Director Macro & Investor Services
Abby Samp
Director, Industry Subscription Services
Marcos Casarin
Corporate Advisory Engagement Lead
Track 2
3:30pm
2025 Real Estate Outlook
Mark Unsworth
Riccardo Pizzuti
George Bowen
4:30pm
Drinks Reception
6:00pm
Conference Ends

Our Presenters

  • Adrian Cooper

    Adrian Cooper

    Chief Executive Officer
    Adrian Cooper

    Chief Executive Officer

    Adrian Cooper is responsible for coordinating and managing Oxford Economics’ global economic analysis, forecasting and consultancy activities, and overseeing its global team of over 450 professionals including 300 economists and analysts. He has led Oxford Economics’ work on a wide array of consultancy projects, ranging from policy advice to government departments in Europe, the US, Africa, and Asia to detailed analysis of the economic impact of particular industries and investment proposals.

    Adrian spent the first seven years of his career with HM Treasury, England. During this time, he worked on the analysis of tax and other economic policy changes as part of the preparations for the UK Budget. He was also the coordinator of the government’s macroeconomic forecast for two years.

    Prior to joining Oxford Economics in 1994, Adrian was UK economist for James Capel & Company, responsible for analysing and forecasting the UK economy for institutional investors, as well as briefing Capel’s own traders. Adrian was educated at the University of Bristol, England, where he gained a first-class degree in Economics; and at the London School of Economics and Political Science, England, where he achieved a distinction in the MSc in Economics and won the Ely Devons prize for outstanding performance in the degree examinations.

  • Martina Bozadzhieva

    Martina Bozadzhieva

    Director Macro & Investor Services
    Martina Bozadzhieva

    Director Macro & Investor Services

    Martina is Director in our Macro and Investor Services team where she looks after OE’s Real Estate Economics Service and also heads up the Corporate Advisory team. The corporate advisory team supports executives at corporates in bringing the power of economics to their planning, investment, and monitoring work and bridges the gap between economic analysis and impactful business decisions. 

    Previously, Martina was Chief Research Officer at FrontierView where she oversaw the company’s global research team and worked extensively to support VPs of region, CFOs, and strategy leaders at some of the world’s largest multinational companies. Her background combines economic and political training with extensive experience of applying these to the needs of global business leaders. Martina holds a BA in International Affairs from Georgetown University’s School of Foreign Service, and a MA in Eurasian, Russian, and East European studies from Georgetown. 

  • Innes McFee

    Innes McFee

    Managing Director of Macro and Investor Services
    Innes McFee

    Managing Director of Macro and Investor Services

    Innes McFee is the Managing Director of Macro and Investor Services, based in London. Innes oversees the activities of the Macro & Investor Services teams globally, including the Global Macro Forecast and Global Macro Service.

    Innes joined Oxford Economics in 2017 after 6 years at Lloyds Banking Group as a Senior Economist. At Lloyds Innes was responsible for the economic scenarios underpinning the Group’s internal planning and stress testing; analysis of key risks; and developing Lloyds’ approach to multiple economic scenarios for IFRS9. In addition, Innes’ role included developing the Group’s capability in modelling macroeconomic fundamentals and UK banking markets and advising the Group Corporate Treasury on financial market developments.

    Prior to joining Lloyds Innes was an Economic Advisor at HM Treasury where his roles included management of the UK’s foreign currency reserves; US economist; and G20 macroeconomic policy advisor. Innes has a first class undergraduate degree in Economics from the University of Durham and a MSc in Economics from Warwick University.

  • Felicity Hannon

    Felicity Hannon

    Director, Climate Modelling and Scenarios
    Felicity Hannon

    Director, Climate Modelling and Scenarios

    Felicity Hannon is an Associate Director of Oxford Economics’ Climate Scenarios and Macroeconomic Modelling team and has been in this role for over four years. Felicity is responsible for the publication of climate scenarios and regular research on the economic impact of climate change for the new Global Climate Service. She oversees a number of consultancy projects at OE including climate regulatory stress testing and bespoke scenario analysis. Felicity also worked with her team to introduce climate change scenario levers on the Global Economic Model. Previously, Felicity worked as a senior policy advisor at HM Treasury.

  • Neil Walker

    Neil Walker

    Managing Director of Macro Modelling and Scenarios
    Neil Walker

    Managing Director of Macro Modelling and Scenarios

    Neil is the Managing Director of the Macro Modelling and Scenarios team at Oxford Economics. He has over 10 years’ experience and oversees the production and development of the Global Economic model and Global Scenario Service.

    He also leads projects for large corporate and financials clients to develop business planning scenarios covering demographic, technological, geopolitical, policy and climate and transition developments . His team also supports the delivery of a large number regulatory stress scenarios for financial institutions including the PRA, MAS, and HKMA. He also works with clients to develop bespoke organization specific modeling enhancements to aid with financial planning and decision making.

    Some of his recent research focus has been on the economic impact of temperature volatility on economic growth.  This research built on the work of Burke et al 2015 to focus on the role of the temperature anomaly instead of levels leading to significantly more economically consequential results that previously estimated.

  • Marcos Casarin

    Marcos Casarin

    Corporate Advisory Engagement Lead
    Marcos Casarin

    Corporate Advisory Engagement Lead

    Marcos assists clients in the corporate sector at Oxford Economics in gaining key insights from our forecasts and analyses, as well as understanding how to use economic insights to make strategic business decisions.

    He is based in our London office. Prior to working in corporate advisory, Marcos was the chief economist and general manager for Oxford Economics in Latin America based in Mexico City, in charge of managing a team of economists producing research and forecasts for over 30 countries as well as leading several consultancy projects with major firms. Before joining Oxford Economics in 2012, Marcos completed his MSc in Economics & Finance at the Barcelona School of Economics and worked at the Brazilian Development Bank in Rio de Janeiro. Marcos is fluent in English, Spanish, and Portuguese.

  • Javier Corominas

    Javier Corominas

    Director of Global Macro Strategy
    Javier Corominas

    Director of Global Macro Strategy

    Javier Corominas is Director of Global Macro Strategy at Oxford Economics. He is co-responsible for global strategic asset allocation as well the tactical calls across all asset classes. Additionally, he has a significant focus on providing thematic macro strategy research to generate actionable investment advice for asset allocators, portfolio managers and corporate Treasurers.

    Javier is a senior macro and multi-asset investment strategist with over 16 years’ experience in active portfolio management as well as in independent macro research.

    He has a background in macro-economic modelling and forecasting, portfolio optimization and risk budgeting, asset allocation (SAA and TAA), relative value models and global thematic investment research. This is coupled with a demonstrable track record in drawing conclusions for key asset markets, and developing profitable trade and investment strategies in FX, rates and the liquid asset classes.

    Prior to re-joining Oxford Economics, he was a Director and Head of Research at Record Currency Management, one of the largest institutional currency managers in the world, with pension funds, insurance companies, family offices and private equity houses as clients globally.

    Javier is regular commentator on currency, fixed income and broader global macro themes in the financial media/press and a regular speaker and presenter at global investment conferences and fora.

    Javier holds both a First-Class Degree and an M. Phil in Economics from Cambridge University. He has a keen interest in world history and all manner of racquet sports, and is also fluent in Spanish and French.

  • Sergi Lanau

    Sergi Lanau

    Director of Global Emerging Markets Strategy
    Sergi Lanau

    Director of Global Emerging Markets Strategy

    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.

  • Abby Samp

    Abby Samp

    Director, Industry Subscription Services
    Abby Samp

    Director, Industry Subscription Services

    Abby is the Director of Global Industry Subscription Services, where she oversees service developments, helps shape the global industry overview and monitors and updates the forecast for the high-tech sector. Abby manages developments to Oxford Economics’ Global Industry Model (GIM), has extensive experience in modelling and scenario-based project work.

    Abby has a BASc in Economics from McGill University in Montreal, where she graduated with great distinction and received the Hubert Marleau prize for top marks in economics. She also holds an MSc in Econometrics and Mathematical Economics from the London School of Economics and Political Science, where she graduated with distinction.”

  • Mark Unsworth

    Mark Unsworth

    Director, Real Estate Economics
    Mark Unsworth

    Director, Real Estate Economics

    Mark is responsible for the UK and European Real Estate Economics Service having joined Oxford Economics in 2021 following 6 years at Cushman & Wakefield as Partner – Head of EMEA Forecasting. At Cushman, Mark led the quarterly city-level property forecasting service, produced pan-European property market consultancy reports and authored a range of content on cyclical and thematic issues. Prior to that Mark spent 7 years at GIC Real Estate as an Assistant Vice President in their Global Research & Strategy team focussing on European market analysis, investment strategy and asset allocation.

  • Riccardo Pizzuti

    Riccardo Pizzuti

    Lead Real Estate Economist
    Riccardo Pizzuti

    Lead Real Estate Economist

  • George Bowen

    George Bowen

    Senior Economist, Cities & Regions
    George Bowen

    Senior Economist, Cities & Regions

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    Global Macro Service

    Monitor macro events and their potential impact.

    Global Asset Manager Service

    A complete solution for asset managers who require convenient access to high quality, market-relevant analysis on key global markets.

    Real Estate Economics Service

    Helping companies to understand the implications of macroeconomic, geopolitical, financial and climate change developments on private and public real estate performance.

    Global Cities Service

    Make decisions about market and investment strategies with historical data and forecasts for 900 of the world’s most important cities.