Factor performance and valuations after a turbulent year.

Join Philip Lawlor, MD and head of Global Investment Research, for his quarterly review of global markets when he will share timely capital-market analysis and insights for better investment decision-making.

Philip will analyse global equities and fixed income markets in the context of current market issues and provide answers to the key questions facing investors.

Importantly, he will provide an in-depth examination of the drivers of risk appetite such as changes to:

- growth and inflation expectations
- financial conditions
- the profit and valuation cycle
- factor rotation
- the status of market sentiment.

Join Philip Lawlor, MD and head of Global Investment Research, for his quarterly review of global markets when he will share timely capital-market analysis and insights for better investment decision-making.

Philip will analyse global equities and fixed income markets in the context of current market issues and provide answers to the key questions facing investors.

Importantly, he will provide an in-depth examination of the drivers of risk appetite such as changes to:

- growth and inflation expectations
- financial conditions
- the profit and valuation cycle
- factor rotation
- the status of market sentiment.

Join Philip Lawlor, MD and head of Global Investment Research, for his quarterly review of global markets when he will share timely capital-market analysis and insights for better investment decision-making.

Philip will analyse global equities and fixed income markets in the context of current market issues and provide answers to the key questions facing investors.

Importantly, he will provide an in-depth examination of the drivers of risk appetite such as changes to:
- growth and inflation expectations
- financial conditions
- the profit and valuation cycle
- factor rotation
- the status of market sentiment.

We are pleased to announce the TPI State of Transition Summit has been rescheduled for Thursday 13 May at 14:30 BST.

This is the transition decade, and companies are starting to detail their transition plans whilst investors are committing to net zero targets. Ahead of the major UN climate conference, COP26 Summit to be held in Glasgow, please join the Transition Pathway Initiative (TPI) for the fourth ‘Annual State of the Transition Summit’ to hear what progress has or has not been made.

During this webinar we will bring leading global investors together for an honest dialogue regarding the current state of transition in the hard to abate sectors of the real economy. The summit will also look into trends across all assessed TPI sectors, including automobiles, airlines, international shipping, diversified mining, paper, chemicals, cement, steel, aluminium, electrical utilities, oil/gas production, and distribution.

Opening remarks will be provided by Arne Staal, Incoming CEO of FTSE Russell, an LSEG Company and Emma Howard Boyd, Chair of the Environment Agency and UK Government Board of Trade.

Professor Simon Dietz, head of TPI’s Research Team at the Grantham Research Institute at the London School of Economics will present TPI’s annual State of Transition Report.

We will also be joined by a panel of leading investors including representatives of Church of England Pensions Board and NBIM. More speakers to be announced in due course.

Join our Global Investment Research webinar for an assessment of Canadian bond markets and to get answers to key questions facing investors.

Robin Marshall, director of fixed income research, will draw upon key findings from our "Market Maps" Canada Fixed Income Insight report—which he authors—that will be published shortly before the webinar. This report is created to offer timely capital-market analysis and insights for better investment decision-making.

With a résumé spanning over 30 years in the industry, Robin has worked with many institutional clients in the fixed income space and is highly regarded for research that utilizes capital-market analysis. Join him on Tuesday May 11, to hear his perspective.

The London Stock Exchange Group (LSEG), FTSE Russell and Singular Asset Management have come together to invite you to join our “Global Market Outlook” webinar to hear analysis on global equities and fixed income markets in the context of the gravitational pull on consensus opinion. What is discounted and what tail risks need to be considered?

Moderated by Miguel Chavarria, LSEG and Diego Chomali, Singular, and featuring advanced performance attribution analysis from Refinitiv Workspace for Analysts and Portfolio Managers.

Growth and inflation expectations – what the experts think

A webinar with SGX and Jupiter Asset Management

Fiscal policy support, loose financial conditions and continued monetary accommodation have been broadly positive for risk assets.

The post-crisis global recovery is progressing at different speeds, governed largely by vaccination progress and the scale
of government support.

While ISM survey data and breakevens inflation signal rising cost-push price pressures, core inflation remains subdued and likely to reflect mostly base effects and other transitory factors near term.

During this webinar our panel of experts will elaborate on:
• The geography and taxonomy of the empirical data as they are recorded,
• Navigating the opportunities and risks that reflation presents,
• Tools for investors to play the reflation theme.

Years of quantitative easing and economic stagnation have disrupted the normal investment cycle. Which properties of the business cycle endure? Experts from Invesco and FTSE Russell come together to examine economic factors, explore factor strategies and consider the stability of assumptions in the current market environment. FTSE Russell and Invesco come together for a conversation addressing macroeconomic factors and factor performance both historically and through the lens of Invesco’s proprietary methodology. Join the webcast and live Q&A.

Join senior members of our Global Investment Research team, for valuable insight into global factor performance and valuations after a tumultuous year that saw valuations spike to recent highs. Importantly, they will:

• Look at regional performance divergence
• Identify which factors face potential de-valuation
• Highlight those poised for outperformance

Our presenters will draw upon key findings from our "Market Maps" Regional Factor Indicator and Factor Forensics reports—which they author—that will be published before the webinar. These reports offer timely capital-market analysis and insights for better investment decision-making.

Join senior members of our Global Investment Research team, for valuable insight into global factor performance and valuations after a tumultuous year that saw valuations spike to recent highs. Importantly, they will:

• Look at regional performance divergence
• Identify which factors face potential de-valuation
• Highlight those poised for outperformance

Our presenters will draw upon key findings from our "Market Maps" Regional Factor Indicator and Factor Forensics reports—which they author—that will be published before the webinar. These reports offer timely capital-market analysis and insights for better investment decision-making.

Join senior members of our Global Investment Research team, for valuable insight into global factor performance and valuations after a tumultuous year that saw valuations spike to recent highs. Importantly, they will:

• Look at regional performance divergence
• Identify which factors face potential de-valuation
• Highlight those poised for outperformance

Our presenters will draw upon key findings from our "Market Maps" Regional Factor Indicator and Factor Forensics reports—which they author—that will be published before the webinar. These reports offer timely capital-market analysis and insights for better investment decision-making.