Events

63

Sri Lanka: Exploring the Benefits and Impact of Governance Linked Bonds

Wednesday, February 26th, 2025 11:30AM GMT+0
Webinar
Free to attend
Verité Research Verité Research
Tellimer Research Tellimer Research
Sri Lanka’s restructuring of $12.55 billion in international bond debt is set to launch a series of new, untested instruments focused on governance and economic growth. Some observers have gone as far as to say that the instruments are some of the most complex ever arranged for a restructuring. Join Verite Research and Tellimer as we explore these instruments and what they mean for Sri Lanka’s economy.

Speakers:

  • Nishan de Mel
    Nishan de Mel
    Executive Director and Head of Research @ Verité Research
  • Raj Prabu Rajakulendran
    Raj Prabu Rajakulendran
    Lead Economist @ Verité Research

Hosted by:

  • Jamieson Blake
    Jamieson Blake
    Chief Commercial Officer @ Tellimer

Nigeria: 2025 Macro Outlook

Thursday, February 20th, 2025 2:00PM GMT+0
Webinar
Free to attend
Tellimer Research Tellimer Research
Join Tellimer Senior Economist Patrick Curran to discuss Nigeria's 2025 macro outlook and unpack Tellimer's constructive view on Nigerian eurobonds and money market instruments

Speakers:

  • Patrick Curran
    Patrick Curran
    Senior Economist @ Tellimer

Hosted by:

  • Callum Alston
    Callum Alston

Ukraine - An End to the War? Assessing the Prospects for Peace, Trump’s Plan and What Happens Next

Wednesday, February 19th, 2025 2:00PM GMT+0
Webinar
Free to attend
Tellimer Research Tellimer Research
With the end of the Russia-Ukraine conflict appearing to be getting closer join Tellimer’s Chief Economist Stuart Culverhouse and Peter Dickinson, Editor at the Atlantic Council UkraineAlert, as they assess Trump’s peace plan and look forward to what happens next.

Speakers:

  • Stuart Culverhouse
    Stuart Culverhouse
    Chief Economist & Head of Fixed Income Research @ Tellimer
  • Peter Dickinson
    Peter Dickinson
    Editor at the Atlantic Council UkraineAlert @ Tellimer

Hosted by:

  • Callum Alston
    Callum Alston

Flash Election Webinar - Ecuador Presidential 1st Round

February 11th, 2025
Webinar
Exclusive
Tellimer Research Tellimer Research
Join Tellimer as we breakdown the results and potential impacts of the first round of the Ecuadorian Presidential Election.

Speakers:

  • Geronimo Mansutti, CFA
    Geronimo Mansutti, CFA
    Economist @ Tellimer

Hosted by:

  • Jamieson Blake
    Jamieson Blake
    Chief Commercial Officer @ Tellimer
This event has finished

Mozambique: Potential Restructure, Fiscal Strain and Post-Election Political Tension

February 6th, 2025
Webinar
Free to attend
Tellimer Research Tellimer Research
ETM Analytics ETM Analytics
Join Tellimer and ETM as we discuss Mozambique’s post-election political outlook, recent economic developments, and the authorities’ debt restructuring talk.

Speakers:

  • Stuart Culverhouse
    Stuart Culverhouse
    Chief Economist & Head of Fixed Income Research @ Tellimer
  • Takudzwa Ndawona
    Takudzwa Ndawona
    Co-Head of Africa @ ETM Analytics
  • Ilze-Marie Le Roux
    Ilze-Marie Le Roux
    Analyst @ ETM Analytics

Hosted by:

  • Jamieson Blake
    Jamieson Blake
    Chief Commercial Officer @ Tellimer
This event has finished
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Pakistan: Towards Sustainable Growth

January 23rd, 2025
Webinar
Exclusive
Intermarket Securities Intermarket Securities
Tellimer Research Tellimer Research
Pakistan’s economy has stabilized and policymakers are now looking to transition to sustainable growth. Top-down conditions appear conducive to achieve this aim. If intended reforms come through, Pakistan equities can deliver strong returns across 2025.

Speakers:

  • Raza Jafri
    Raza Jafri
    Head of Equities @ IMS
  • Saad Ali
    Saad Ali
    Head of Research @ IMS

Hosted by:

  • Jamieson Blake
    Jamieson Blake
    Chief Commercial Officer @ Tellimer
This event has finished

Tellimer - Fixed income outlook and Top Picks for 2025

December 4th, 2024
Conference
Exclusive
Tellimer Research Tellimer Research
Tellimer’s team of sovereign debt analysts review the year in EM, look forward to 2025, and give their top picks for the year ahead across LATAM, CEEMEA and Asia. This will be followed by open Q&A among our clients and the team.

Speakers:

  • Patrick Curran
    Patrick Curran
    Senior Economist @ Tellimer
  • Stuart Culverhouse
    Stuart Culverhouse
    Chief Economist & Head of Fixed Income Research @ Tellimer
  • Henry Burdon
    Henry Burdon
    Economist @ Tellimer
  • Geronimo Mansutti, CFA
    Geronimo Mansutti, CFA
    Economist @ Tellimer

Hosted by:

  • Jamieson Blake
    Jamieson Blake
    Chief Commercial Officer @ Tellimer
This event has finished

Hasnain Malik: Emerging Market Equities Outlook for 2025

December 3rd, 2024
Webinar
Exclusive
Tellimer Research Tellimer Research
Hasnain Malik shares his global EM equity strategy views for the coming year. In a world with Trump back at the helm of the US, China committed to but struggling to reflate, low commodity prices (for now), and large scale wars in Eastern Europe and the Middle East, which markets look most attractive at current valuations?

Hosted by:

  • Jamieson Blake
    Jamieson Blake
    Chief Commercial Officer @ Tellimer
This event has finished

Actinver: Mexico 2025 Equity Outlook

November 26th, 2024
Webinar
Exclusive
Actinver Actinver
Tellimer Research Tellimer Research
In the midst of Presidential changes in the country and its largest partner, the U.S., Mexico remains solidly positioned to capture further investment. Beyond the external macroeconomic tailwinds that we cover in our Macro Outlook (11/18), local factors such as the increase in salaries and rising remittances could benefit some sectors, while some companies also benefit from recent FX trends given their geographical diversification and cost structure. Mexican equities have been trading at deep discounts vs. historical levels and international peers, yet we see more meaningful upside potential in a few names that have a series of internal and external tailwinds ahead.

Speakers:

  • Antonio Hernández Vélez
    Antonio Hernández Vélez
    Sr. Equity Research Analyst @ Actinver
  • Ramon Ortiz
    Ramon Ortiz
    Sr. Equity Research Analyst @ Actinver
  • Enrique Covarrubias
    Enrique Covarrubias
    Chief Economist @ Actinver

Hosted by:

  • Jamieson Blake
    Jamieson Blake
    Chief Commercial Officer @ Tellimer
This event has finished

Venezuela after the US election

November 20th, 2024
Webinar
Exclusive
Tellimer Research Tellimer Research
Orinoco Research Orinoco Research
Since Venezuela’s own contested vote in July, Stuart Culverhouse @ Tellimer Research and Elias Ferrer @ Orinoco Research give context to what’s happening on the ground, as well as what’s next with a new US president and how the Venezuelan bonds are being impacted.

Speakers:

  • Stuart Culverhouse
    Stuart Culverhouse
    Chief Economist & Head of Fixed Income Research @ Tellimer
  • Elias Ferrer Breda
    Elias Ferrer Breda
    Director / Analyst @ Orinoco Research

Hosted by:

  • Jamieson Blake
    Jamieson Blake
    Chief Commercial Officer @ Tellimer
This event has finished

Actinver: Mexico 2025 Macro Outlook

November 18th, 2024
Conference
Exclusive
Actinver Actinver
Tellimer Research Tellimer Research
Mexico is experiencing a period of historic transformation. With the first female president in office and Donald Trump serving a second term, the United States is at a crossroads, with unprecedented challenges and opportunities. In the middle of the trade war between the United States and China, Mexico emerges as a vital ally for North America's efforts to maintain global competitiveness. This key position promises to further fuel the foreign investment trend that is already redrawing the country’s industrial map, with the construction of industrial parks and infrastructure improvements. At the same time, challenges associated to the rule of law, low growth and rising populism, creates structural challenges. In this context, we will discuss FX and fixed income expectations.

Speakers:

  • Ramon de la Rosa
    Ramon de la Rosa
    Economics Deputy Director @ Actinver
  • Enrique Covarrubias
    Enrique Covarrubias
    Chief Economist @ Actinver

Hosted by:

  • Jamieson Blake
    Jamieson Blake
    Chief Commercial Officer @ Tellimer
This event has finished

Post IMF Meeting Takeaways - Africa

November 14th, 2024
Webinar
Exclusive
Tellimer Research Tellimer Research
In this session, our economists will be reviewing the key takeaways from October's Africa and Asia IMF meetings.

Speakers:

  • Patrick Curran
    Patrick Curran
    Senior Economist @ Tellimer
  • Stuart Culverhouse
    Stuart Culverhouse
    Chief Economist & Head of Fixed Income Research @ Tellimer

Hosted by:

  • Jamieson Blake
    Jamieson Blake
    Chief Commercial Officer @ Tellimer
This event has finished

Post IMF Meeting Takeaways - Latin America

November 13th, 2024
Webinar
Exclusive
Tellimer Research Tellimer Research
In this session, our economists will be reviewing the key takeaways from October's LatAm IMF meetings.

Speakers:

  • Stuart Culverhouse
    Stuart Culverhouse
    Chief Economist & Head of Fixed Income Research @ Tellimer
  • Geronimo Mansutti, CFA
    Geronimo Mansutti, CFA
    Economist @ Tellimer

Hosted by:

  • Jamieson Blake
    Jamieson Blake
    Chief Commercial Officer @ Tellimer
This event has finished

Post IMF Meeting Takeaways - CEE / CIS

November 12th, 2024
Webinar
Exclusive
Tellimer Research Tellimer Research
In this session, our economists will be reviewing the key takeaways from October's CEE/CIS IMF meetings.

Speakers:

  • Henry Burdon
    Henry Burdon
    Economist @ Tellimer

Hosted by:

  • Jamieson Blake
    Jamieson Blake
    Chief Commercial Officer @ Tellimer
This event has finished

Tellimer @ The IMF - Annual Meetings

October 23rd, 2024
Conference
Exclusive
Tellimer Research Tellimer Research
Tellimer returns to the IMF to host our Annual meetings with mission chiefs and country representatives.

Speakers:

  • Patrick Curran
    Patrick Curran
    Senior Economist @ Tellimer
  • Stuart Culverhouse
    Stuart Culverhouse
    Chief Economist & Head of Fixed Income Research @ Tellimer
  • Henry Burdon
    Henry Burdon
    Economist @ Tellimer
  • Geronimo Mansutti, CFA
    Geronimo Mansutti, CFA
    Economist @ Tellimer

Hosted by:

  • Jamieson Blake
    Jamieson Blake
    Chief Commercial Officer @ Tellimer
This event has finished

Sri Lanka Post-Election Webinar: What's Next?

October 10th, 2024
Webinar
Exclusive
Frontier Research Frontier Research
Tellimer Research Tellimer Research
Join Colombo-based Frontier Research and Tellimer's Patrick Curran as they dive into the future outlook for Sri Lanka following its pivotal presidential election. The discussion will explore the key political and economic challenges ahead, with a potential timeline for the completion of external debt restructuring.

Speakers:

  • Arshad Ismail
    Arshad Ismail
    Associate @ Frontier Research

Hosted by:

  • Patrick Curran
    Patrick Curran
This event has finished

Brazil’s Medium Term Economic Prospects

October 7th, 2024
Webinar
Exclusive
Latin Report Latin Report
Tellimer Research Tellimer Research
Brazil saw two decades of solid growth after the end of hyperinflation in 1994 with the introduction of the Real, but growth has slowed over the past decade despite a post-Covid bounce. This webinar examines the underlying causes, focusing on the high State share of the economy, characterized by high taxes, high real interest rates, and low investment.

Speakers:

  • Paul Dixon
    Paul Dixon
    Founder @ Latin Report

Hosted by:

  • Cira Sarker
    Cira Sarker
This event has finished

Sri Lanka Pre-Election Webinar - Fiscal Strength and a Divided Electorate

September 18th, 2024
Webinar
Exclusive
Frontier Research Frontier Research
Tellimer Research Tellimer Research
Colombo-based Frontier Research and Tellimer's Patrick Curran unpack the potential outcomes of Sri Lanka's upcoming Presidential election and the political context, fiscal space, and the short and long term outlook for the country.

Speakers:

  • Arshad Ismail
    Arshad Ismail
    Associate @ Frontier Research

Hosted by:

  • Patrick Curran
    Patrick Curran
This event has finished

Nigeria's 2024 Outlook: Patchy Progress on a Toilsome Trail

August 28th, 2024
Webinar
Exclusive
Meristem Securities Meristem Securities
Tellimer Research Tellimer Research
Join us to explore Nigeria's continued economic growth in H1 2024, driven by a recovering oil sector and strong financial services. Despite challenges like tight monetary policies and inflation, the outlook remains positive.

Speakers:

  • Temiloluwa Oyenuga
    Temiloluwa Oyenuga
    Investment Research Analyst @ Meristem Securities
  • Victory George
    Victory George
    Investment Research Analyst @ Meristem Securities
  • Felicia Awolope
    Felicia Awolope
    Investment Research Analyst @ Meristem Securities

Hosted by:

  • Cira Sarker
    Cira Sarker
This event has finished

Bangladesh After its Regime Change

August 8th, 2024
Webinar
Exclusive
UCB Stock Brokerage Limited UCB Stock Brokerage Limited
Tellimer Research Tellimer Research
After the resignation of Sheikh Hasina, the unrivalled prime minister of Bangladesh for 15 years, join Tellimer's Emerging and Frontier Markets Strategist, Hasnain Malik and Md. Hasib Reza, Head of Research at UCB Stock Brokerage, as they discuss the current climate.

Speakers:

  • Md. Hasib Reza, CFA
    Md. Hasib Reza, CFA
    Head of Research @ UCB
  • Md. Nazmus Sakib, CFA
    Md. Nazmus Sakib, CFA
    Research Associate @ UCB

Hosted by:

  • Hasnain Malik
    Hasnain Malik
    @ Tellimer Partners LLP (Dubai)
This event has finished

Ethiopia Mission Chief Call - Discussing the New IMF Program

August 1st, 2024
Conference
Exclusive
Tellimer Research Tellimer Research
Tellimer’s Senior Economist, Patrick Curran, will host a call with Ethiopia’s IMF Mission Chief, Alvaro Piris, to discuss the details of the new IMF Program announced.

Speakers:

  • Patrick Curran
    Patrick Curran
    Senior Economist @ Tellimer

Hosted by:

  • Cira Sarker
    Cira Sarker
This event has finished

East Africa's Market Outlook: Trends and Investment Opportunities in Fixed Income and Equity Markets

July 31st, 2024
Webinar
Exclusive
AIB-AXYS Africa AIB-AXYS Africa
Tellimer Research Tellimer Research
As we enter the second half of 2024, investors face a complex and rapidly evolving financial landscape across East-African markets. This landscape is shaped by shifting global economic trends, regional market dynamics, and ongoing geopolitical factors.

Speakers:

  • Ronny Chokaa
    Ronny Chokaa
    Senior Research Analyst @ AIB-AXYS Africa
  • Stacy Makau
    Stacy Makau
    Research Analyst @ AIB-AXYS Africa

Hosted by:

  • Cira Sarker
    Cira Sarker
This event has finished

Venezuela's Election: Analysing Results and Future Implications

July 30th, 2024
Webinar
Exclusive
Tellimer Research Tellimer Research
Join Tellimer’s Head of Fixed Income Research Stuart Culverhouse and Latin America economist Geronimo Mansutti as they assess the election result and its implications, and what it might mean for the bonds.

Speakers:

  • Stuart Culverhouse
    Stuart Culverhouse
    Chief Economist & Head of Fixed Income Research @ Tellimer
  • Geronimo Mansutti, CFA
    Geronimo Mansutti, CFA
    Economist @ Tellimer

Hosted by:

  • Cira Sarker
    Cira Sarker
This event has finished

Country updates: Argentina, Georgia, and Zambia (first two minutes missed)

July 10th, 2024
In person
Exclusive
Tellimer Research Tellimer Research
The team discuss the updated economic and political prospects for Argentina, Georgia, and Zambia – with analysis on the newly restructured 2033 and 2053 Eurobonds.

Speakers:

  • Patrick Curran
    Patrick Curran
    Senior Economist @ Tellimer
  • Henry Burdon
    Henry Burdon
    Economist @ Tellimer
  • Geronimo Mansutti, CFA
    Geronimo Mansutti, CFA
    Economist @ Tellimer

Hosted by:

  • Rizwan Mahmood
    Rizwan Mahmood
This event has finished