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Macroeconomic Expert Insight Series
How much will the economic weakness, due to COVID-19,  affect your investments? We believe that depends.  The impact of shutting down public spaces and implementing stay-at-home orders and social distancing varies substantially by industry.

To determine each country’s and industry’s vulnerability to the COVID-19 crisis, we employed the “wisdom of crowds” for data-centered discussions.” Our “crowd” in this case are leading economists who are monitoring the COVID-19 recovery or road to recession.

Tune in on Fridays at 11:00 AM ET

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Covid Economics: Disease trajectory, macro scenarios, and micro implications
Date: Now On Demand
Speaker: Paul Swartz, Director, Senior Economist, BCG
Mike Dionne, Managing Director, Americas, Refinitiv
In this presentation Paul will explain the three models of economic “shock geometry” and two economic supply-side threats as a result of COVID-19. He will also evaluate the chances of preventing a U-shaped scenario, but conclude that “the battle is underway, and without innovation the odds are not in favor.”


Keynote Chris Williamson, presents:

Economic briefing: looking for worldwide recoveries in the PMI data

Date: Friday, June 5, 2020
Speakers: Chris Williamson, Economist, IHS Markit
Paul Bacon, Director of Datastream & Economics Content, Refinitiv
The webinar will look at the key data releases from the week, which includes the global PMI surveys for May. Covering both manufacturing and services, the surveys will provide the first insights into whether the world’s major economies have bottomed out after many countries started to ease some of the restrictions designed to contain the COVID-19 outbreak. April saw the US, Eurozone, UK and many other countries intensify their battles against the pandemic by extending lockdowns which commenced in late March, leading to record falls in business activity during the month. With some restrictions being lifted in May, and companies encouraged to restart work in many countries, there’s hope that the PMIs will have started to pick up again, albeit likely remaining in contraction.

Keynote Philip Hubbard, presents: 

The Covid Depression: Where and When Will We See a Recovery – Consensus Forecasts as Useful Measures of Expectations
Date: Friday, June 12, 2020
Speakers: Philip Hubbard, Chief Economist, Consensus Economics
Paul Bacon, Director of Datastream & Economics Content, Refinitiv
Chief Economist, Philip Hubbard and his research team, will discuss the consensus forecast for the US and Latam and their outlook for the month ahead. 

Keynote Dawn Desjardins, presents: 
Economic Outlook: Insights from the North
Date: Friday, June 19, 2020
Speaker: Dawn Desjardins, Vice-President & Deputy Chief Economist, Royal Bank of Canada
Mike Dionne, Managing Director, Americas, Refinitiv
Dawn Desjardins will present RBC Economics’ research on Canadian consumer spending, examining the data for glimmers of hope and signs of recovery vs. retraction. This webinar will examine how Canada’s more measured approach to reopening has affected its overall economy, with an eye to provincial differences.

She’ll also explore the impact of ongoing government stimulus programs on economic recovery and unemployment rates, in addition to cross-border issues (supply chain constraints, exports to the US, etc.) And with COVID-19 changing immigration patterns for the foreseeable future: what will replace it as the growth engine of Canada’s economy?


MSCI Real Estate presents:

COVID-19 and real estate – what have we learned so far?
Date: Friday, June 26, 2020
Speaker: Will Robson and Bryan Reid, MSCI Real Estate
Rachel Lojko, Head of Market Development, Refinitiv
In this webinar Will Robson, Global Head of Real Estate Research Solutions, MSCI will explore current real estate market trends to review how the pandemic has impacted investment performance so far and what past experience might be able to teach us.

These insights will be gleaned from MSCI’s global fund- and asset-level index data as well as recent research on topics like how lease lengths can impact performance and why attribution analysis may be particularly useful in a crisis.

Fathom Consulting presents:

Fathom’s Recovery Watch: biggest global recession to be followed by sharp bounce back?
Date: Friday, July 10th, 2020
Speaker: Kevin Loane, Head of Fathom USA
Rachel Lojko, Head of Market Development, Refinitiv
Fathom Consulting has been monitoring the consequences (economic, financial and geopolitical) of COVID-19 since the pandemic began. The economic fallout has been severe, with major advanced economies set to face the sharpest falls in GDP in recorded history. Unemployment has increased dramatically, and a second wave of infection is still a clear risk. Nonetheless, global economic activity bottomed in April, and Fathom is increasingly convinced that the global economy is set for a sharp bounce back.

In this exclusive webinar, Kevin Loane, Head of Fathom USA, will lead us through the following:

• What’s new: what have we learned about the virus and the initial economic impact?
• Fathom’s central scenario: upgrading the weight we attach to a V-shaped recovery
• Long-term consequences for geopolitics and the way we live our lives
    Meet our speakers
Paul Swartz, Director
Senior Economist

Paul Swartz is a senior economist and director in Boston Consulting Group’s New York office. He works within the Center for Macroeconomics at the BCG Henderson Institute. 

Paul previously worked at AB Bernstein (Sanford C. Bernstein), where he covered the economy and markets for institutional investors. Earlier in his career, Paul focused on global macroeconomic issues while working at Goldman Sachs, the Council on Foreign Relations, and Bridgewater Associates. He serves as the vice-chair to the Dean's Advisory Board (College of Art & Sciences) at Syracuse University. 

Chris Williamson
Chief Business Economist
IHS Markit

Chris is Chief Business Economist and an executive director at IHS Markit. Mr Williamson is a well-known economic commentator and is regularly quoted in international business print and broadcast press, and frequently speaks at conferences on global economic issues. Mr. Williamson also sits on a number of economic advisory panels.

Chris joined the company in 2008 following the acquisition of NTC Economics, a provider of global macro-economic indicators, where he played a major role developing a world-leading provider of business surveys and economic indicators, including the PMI series. PMI surveys now encompass all major economies and are commonly cited as some of the most important sources of economic information available to central banks, financial markets and business decision makers.

Chris studied Economics at the University of Nottingham and Economic Development at the University of Manchester.
Paul Bacon, Director of Datastream & Economics Content

Paul Bacon leads the Datastream Product & Content Management function within the Investment & Advisory sector at Refinitiv, based in London, UK.

He has worked in this capacity for 18 years and held a number of client-facing roles all linked to the Datastream service, of which he is passionate about.

Paul has a strong background in Content Management and Datastream functionality, and has managed the Datastream Datafeed business for eight years.
Mike Dionne
Managing Director, Americas

With more than 30 years in the Financial Services Industry, Mike is a transformative revenue leader with expertise in B2B software, technology and SaaS sales development. Mike’s proven leadership has enhanced his ability to deliver valuable, targeted, innovative technology to his clients.

Having been responsible for developing go-to-market strategies as well as guiding sales and account management activities, Mike has established a reputation as a thought leader throughout the industry. 

Will Robson
Head of Real Estate Solutions Research
MSCI Real Estate

Will Robson is Executive Director & Global Head of Real Estate Solutions Research. He is responsible for the direction and delivery of MSCI’s applied real estate research agenda. Previously, Will spent close to five years and was a founding member of the real estate research team at the Abu Dhabi Investment Authority. Will holds both an MSc and BA in Economics from the University of York and University of Newcastle upon Tyne.
Dawn Desjardins
Vice-President & Deputy Chief Economist
Royal Bank of Canada

Dawn Desjardins joined the Royal Bank Economics team in January 2006 as a senior economist. She is responsible for the macroeconomic and interest rate forecasts for Canada and the U.S. Previously, Dawn worked as a reporter for Bloomberg Financial News in Toronto covering the Canadian bond and currency.
Philip Hubbard,
Chief Economist, Director
Consensus Economics Inc.

Philip Hubbard graduated from Carnegie Mellon University in 1960 and from the Harvard Graduate School of Business Administration in 1962. He then began investment banking careers with Morgan Stanley (1964-1974) and Orion Royal Bank (1974-1986).

In 1986 he joined the faculty of Harvard Business School as a Senior Teaching Fellow in International Managerial Finance. In 1989 he founded Consensus Economics to collect and publish macroeconomic forecast information and data. In 2016 he was honored with a CBE by the National Association for Business Economics.

Claire Hubbard,
Vice President
Consensus Economics Inc.

Claire Hubbard graduated from Wellesley College in 1996 with a degree in Economics and French. She joined Consensus Economics in 1997 where she worked as an Assistant Editor on Consensus Forecasts – G7 & Western Europe. In 2002, she became Editor as well as Co-Editor of Latin American Consensus Forecasts and Current Economics. In recent years she has also taken on finance & administration in addition to the editorial side, and is now a Vice President.
Kevin Loane,
Head of Fathom USA
Fathom Consulting Inc.

Kevin currently leads Fathom’s US office, managing Fathom’s US clients and leading various major consultancy projects, including ongoing work assessing the economic and geopolitical relationship between the US and China. Kevin has also produced a wide range of research on key emerging economies, including Brazil, India and Russia. Kevin graduated with a degree in economics from McGill University in 2010 and first
joined Fathom in 2011 as an economist covering the US economy. After returning to his country of birth, Ethiopia, for a short time, he re-joined Fathom in August 2016.
Rachel Lojko
Head of Market Development, Americas

Refinitiv, is one of the world’s largest providers of financial markets data and infrastructure. Serving more than 40,000 institutions in approximately 190 countries, we provide information, insights, and technology that drive innovation and performance in global markets. Our 160-year Reuters heritage of integrity enables customers to make critical decisions with confidence, while our unique open platform, best-in-class data, and cutting-edge technology bring greater opportunity to our customers. By advancing our customers, we drive progress for the entire financial community.

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