EVENTS


IRF Upcoming Events: 

Brian McCarthy of Macrolens
Why doesn’t China embark on Stimulus? Why do Chinese credit markets remain so calm? How do balanced capital flows square with talk of a dollar shortage?”
Group Lunch Presentation at The Lansdowne Club
Thursday 17 October, 2019 at 12.30pm

Luke Gromen of FFTT
"A USD shortage in the US’ own banking system will force the Fed to inject new USD liquidity with equities near the highs and unemployment at 60-year lows. The Fed will have to cede control over the quantity of money to control the price of money…but will they do so fast enough and how much political cover do they need?"
Group Lunch Presentation at The Lansdowne Club
Monday 4 November, 2019 at 12.30pm

IRF Hosted Events:

James Ratzer & Andrew Entwistle of New Street Research
”5G: is this the biggest disruption in telecoms since the dotcom bubble?”
Group Lunch Presentation at The Lansdowne Club
Thursday 3 October, 2019

Jim Sullivan of High Frequency Economics
US Outlook: Just A “Mid-Cycle Adjustment” For A Mid-Cycle Slowdown, Or A Major Turning Point For Both Fed Policy And The Economy?
Group Presentation at The Lansdowne Club
Friday 20 September, 2019

Whitney Baker of Totem Macro
EM Investing At the End of the Cycle
IRF Dinner Event at Edel Assanti Art Gallery
Wednesday 18 September, 2019

Helen Thomas of Blonde Money
Global Macro - Market Commentary 
Navigating Brexit: "What options for Boris!? No Deal, Election, Delay? In addition to Helen, hear from a Northern Ireland Specialist on how the border will be dealt with." 
Group Lunch Presentation at The Lansdowne Club
Friday 13 September, 2019

Andrew Hunt of Andrew Hunt Economics 
Global Macro - The Dollar Recession 
Discontinuities in economics are relatively rare events but over the last 12 months we have witnessed four such events as the 2017 dollar-funded global credit boom has come to an abrupt end". Global GDP growth is already zero in dollar terms. Andrew Hunt will discuss the likely scenarios for the economic landscape going forward.
Group Lunch Presentation at The Lansdowne Club
Wednesday 14 August, 2019

Mark Hiley of The Analyst
Stock Picking: European Equity Long and Short Ideas
Group Lunch Presentation at The Lansdowne Club
Thursday 11 July, 2019

Matthieu Raimbault of Palissy Advisors
Oil’s Fundamentals: Updated supply and demand forecasts, OPEC meeting impacts, current industry themes and high conviction equity ideas
Group Presentation at The Lansdowne Club
Thursday 6 June, 2019

Gerard Minack of Minack Advisors
More Goldilocks: the US expansion keeps going
Group Presentation at The Lansdowne Club
Wednesday 5 June, 2019

Jules Hull of StockViews
European Long and Short Equity Ideas
Group Lunch Presentation at The Lansdowne Club
Wednesday 24 April, 2019

Michael Howell of CrossBorder Capital
Why a QE4 Will Happen and How Global Liquidity Will Drive Gold and Emerging Markets Higher and the Dollar Lower
Group Presentation at The Lansdowne Club
Tuesday 26 March, 2019

Michael Orme and Eoin Gleeson of Signum Intel
Technology Thematics - Machine Learning, AI, Neuromorphic Chips and more
Group Lunch Presentation at The Lansdowne Club
Friday 1 March, 2019

Gerard Minack of Minack Advisors
After an 'all-fall-down' year is the bad news in the price?
Group Presentation at The Lansdowne Club
Tuesday 22 January, 2019

Carl Weinberg and Jim O’Sullivan of High Frequency Economics
Latest Macro Insights on US, Europe, Brexit and China
Group Lunch Presentation at The Lansdowne Club
Monday 21 January, 2019

Andrew Hunt of Andrew Hunt Economics
Global Macro - Flow of Funds approach Macro Economic Analysis
Group Lunch Presentation at The Lansdowne Club
Wednesday12 December, 2018

Julian Brigden and Ronnie Aked of Macro Intelligence 2 Partners
Growth and Inflation - The biggest risks to market equilibrium
Group Presentation at The Lansdowne Club
Tuesday 6 November, 2018

David Roche of Independent Strategy
How to invest when Democracy is under threat? 
Group Lunch Presentation at The Lansdowne Club
Wednesday 17 October, 2018

Michael Howell of CrossBorder Capital
US vs China - Market Implications of the Coming Disruption to Global Capital Flows
Group Breakfast Presentation at The Lansdowne Club
Wednesday 12 September, 2018

Chris Watling of Longview Economics
Latest Macro Insights
Group Lunch Presentation at The Lansdowne Club
Tuesday 28 June, 2018

Gerard Minack of Minack Advisors
Fundamental Research on Global Economic and Market Trends
Group Presentation at The Lansdowne Club
Tuesday 19 June, 2018

Simon Hunt of Simon Hunt Strategic Services
China’s Resurging Growth: Implications for the Copper Industry
Group Lunch Presentation at The Lansdowne Club
Thursday 3 May, 2018

Sean Maher of Entext
Thematic Research and Actionable Asset Allocation
Group Lunch Presentation at Le Boudin Blanc
Thursday 25 January, 2018

 

Historical Events Associated with IRF:

IRF was a Media Partner for the London Value Conference on May 9, 2017

IRF Co-Sponsored Global Independent Research Conference - London, March 9, 2017



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