Events

IRF Upcoming Events

Westlake International

China Channel Checks

Conference call with Ellen Huang

On-the-ground insight into China related industry, covering eCommerce, Online advertising, Video streaming, Handsets and Semiconductors

Join call

8 July 1400 BST

David Murrin - Global Forecaster

The Great Chinese Challenge

Conference call with David Murrin

The Great Chinese Challenge – Discussion around geopolitical shifts - How we got to this point in time and what to expect in the next 6mths, year and five years. Using the theories described in 2009 book Breaking The Code of History and David Murrinations over the past 10 years, he has accurately predicted all the major geopolitical trends since 2001 detailed in my Past Predictions. Topics for this call include: 5 phase life cycle of an empire, the rise of Asia notably China, the new Cold War, impact of the pandemic, and rise and future role of Britain, sovereign debt defaults, November elections and the commodity cycle. David will also discuss the Arkent Roadmap which he developed to predict the major market moves.

The Five Phase Empire cycle which has been the basis of my predictions
Where America and Europe stand today
The rise of Asian and especially China.
The great west to east power Shift
The impact of the Pandemic on the geopolitical trends.
The New Cold war and the end to the global trading system as we know it.
The US Sino Arms race.
The Rise and Future Role of Britain
The new geopolitical map, in the developed and emerging world.
The potential future conflict zones.
Implications for Business

Part 2 The Next Market Shifts.

In early 2019, I design what I called my Arkent Roadmap. This allowed me to follow the warning signs, and predict the February 2020 market fall.

Including predicting when oil was at $65 that it would trade sub $27 and the energy industry would face restructuring on a vast scale, in addition to major geopolitical consequences.

The road map was so accurate that it allowed me to predict the February fall from top to bottom. Warning my equity clients to make a full exit in early February.

The road map extends to describe a three-phase dislocation, of which we are near the end of phase 2 and about to embark on the most destructive phase 3.

I will discuss.

How we got to February 2020 just before the fall
The effect of the commodity cycle on inflation
How I expect phase 3 to unfold and it’s regulation of Geopolitical shifts described above, including my predictions for the Nov 2020 elections.
The behaviour of key asset classes in phase 3 including the risk of sovereign debt defaults in the next 6 months

Join call

15 July 2020

Entext

Asia Rising: Global Tech Value Chain Dominance to Drive Portfolio Reallocation

Conference call with Sean Maher

Join call

16 July 1500 BST

280 First

Extracting Actionable Insights from 10Q /10K Text Discussions

Conference call with Zhiping Zhao

There are always reasons when companies change their wording
Wording changes reflective of management intentions, internal projects that are not disclosed.
Knowing those information can and do give investors forward looking information, thus helping investors improve their “betting average”

Join call

21 July 1600 BST

Lucror Analytics

Investment opportunities in Latin American high yield credits

Conference call with Sebastian Hofmeister, Soummo Mukherjee and Lorena Reich

The call with present Lucror’s high conviction trade ideas across the region and industries

Join call

23 July 1500 BST

Events

IRF Upcoming Events

China Channel Checks

The Great Chinese Challenge

Asia Rising: Global Tech Value Chain Dominance to Drive Portfolio Reallocation

Extracting Actionable Insights from 10Q /10K Text Discussions

Investment opportunities in Latin American high yield credits

IRF Historical Events

Deficits, the Fed and the Post-Corona Outlook for Inflation

Global Liquidity Latest: It’s A Big, Beautiful ‘V’

Schumpeter’s Gale: It’s never different this time

Deep Quad 4 to Deep Quad 3

Its Geopolitics, Stupid!

Asia After the Crisis

The Outlook from Washington

Can QE be Infinite?

UK macro

Outlook for Gold

Is There a Disconnect between Capital Markets and the “Real” US Economy?

China macro / National People's Congress analysis

A Dance with a Depression

Whatever It Takes

Buy Buy Buy as Sentiment is far too Bearish

The Global Economic Outlook post Covid

Primary research on China

Investor Decisions Amid Consumer and Retail Turmoil

Don't Stand So Close to Me: Social Distancing and the U.S. economy

The Unfolding

Oil: Where Do We Go From Here?

China’s recovery (or not), the deteriorating state of U.S.-China relations

COVID-19 - Epidemiology Analysis Shows Clear Exit Plan

COVID-19 Can Change Everything

It All Comes To Nought

Banks - Credit, liquidity, market risk, in unison

Global liquidity set to surge by 40% - What are the implications?

Roadmap for the Allocation of Capital

Preparing for the Inflationary Backlash

Focusing on the impacts of COVID-19

PRC macro develop economic information and forecasting services to fill the large analytical gaps that exist with respect to China’s political economy

Humans are the Weakest Link. Invest in the Machines!

Equity Investing into the Abyss

A General Turn in Macro with Implications for All Markets

COVID-19 and Therapeutics in Development Long/Short Opportunities

Topics for discussion will centre around the economic and financial consequences of the crisis

Oil - Taken leave of its senses

Global Outlook - covering economy, asset prices, interest rates, monetary policy, recession risk and China

The debt-fuelled ring of fire

The Effect of COVID-19 on Technology Supply Chains

Stocks, FX, Bonds, Commodities

Global Liquidity Risks in 2020 & Beyond

IRF Lunch with François Boutin-Dufresne

Energy and Mining Sectors: Palissy Advisors’ High Conviction Equity Ideas for 2020

"The China Syndrome" - Thematic with Trade Recommendations

Global Macro - "More Goldilocks"

Behavioural Finance - Diversity & Inclusion

The madness of modern monetary policy; a.k.a where are all the bubbles?

What happens if (and when) the global economy rebounds into 2020?

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?

5G: is this the biggest disruption in telecoms since the dotcom bubble?

US Outlook: Just A “MidCycle Adjustment” For A Mid-Cycle Slowdown, Or A Major Turning Point For Both Fed Policy And The Economy?

EM Investing At the End of the Cycle

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.'

Global Macro - The Dollar Recession.

Stock Picking: European Equity Long and Short Ideas

Oil’s Fundamentals: Updated supply and demand forecasts, OPEC meeting impacts, current industry themes and high conviction equity ideas

More Goldilocks: the US expansion keeps going

European Long and Short Equity Ideas

Why a QE4 Will Happen and How Global Liquidity Will Drive Gold and Emerging Markets Higher and the Dollar Lower

Technology Thematics - Machine Learning, AI, Neuromorphic Chips and more

After an 'all-fall-down' year is the bad news in the price?

Latest Macro Insights on US, Europe, Brexit and China

Global Macro - Flow of Funds approach Macro Economic Analysis

Growth and Inflation - The biggest risks to market equilibrium

How to invest when Democracy is under threat?

US vs China - Market Implications of the Coming Disruption to Global Capital Flows

Latest Macro Insights