ABE Annual forecasting conference - Geopolitical turmoil and implications for the global economy
From: Tuesday February 13, 2024, 7:15 am
To: Tuesday February 13, 2024, 10:00 am
Australian Business Economists are pleased to present our annual forecasting conference
Geopolitical turmoil and implications for the global economy.
Featuring three keynote speakers: Misha Zelinsky (Geopolitical and national security expert), Dr Marion Kohler (Reserve Bank of Australia), and John Kehoe (The Australian Financial Review).
and a panel of leading market economists Paul Bloxham (HSBC), Su-Lin Ong (RBC Capital Markets); and Amber Rabinov (AustralianSuper).
Date: Tuesday 13 February 2024
Time: From 07.15 AEDT, concluding 10.00am
Venue: EY Centre, 200 George Street, Sydney
A light breakfast will be served.
Cost: ABE members $45, Non-members $60
Our speakers and panellists have agreed to take questions from the audience.
Register and pay online here
Enquiries: email@example.com or call 0438 000 649
This event is generously sponsored by
07:15 Registration opens — Light breakfast
07:45 Welcome and introduction
Cherelle Murphy, Deputy Chair Australian Business Economists & Chief Economist & EY Oceania
07:50 Geopolitics and the Economy in 2024
Misha Zelinsky, Geopolitical and national security expert
08:20 The Global Macroeconomic Outlook and Key Risks: Panel Discussion
Paul Bloxham, Chief Economist, HSBC Bank Australia Limited
Su-Lin Ong, Chief Economist, RBC Capital Markets
Amber Rabinov, Head of Macro Research and Strategy, AustralianSuper
08:55 The Outlook for Inflation and Employment
Dr Marion Kohler, Head of Economic Analysis Department, Reserve Bank of Australia
09:25 Australia’s Political Economy in 2024
John Kehoe, Economics Editor, The Australian Financial Review
09:55 Concluding remarks
Cherelle Murphy, Deputy Chair Australian Business Economists & Chief Economist EY Oceania
Misha Zelinsky is a leading expert on the rise of global authoritarianism. A Fulbright Scholar, economist, lawyer, and author, Misha spent 2022 and 2023 covering Russia’s invasion from inside Ukraine as a war correspondent for The Australian Financial Review. For this work, Misha is personally sanctioned by the Putin regime. A graduate of the London School of Economics and Political Science, he is an expert associate at Australia’s National Security College. Misha is a director of AustralianSuper, an industry superannuation fund with over $300 billion under management. Thanks to his time leading the Australian Workers’ Union, Misha has been a senior political figure with a reputation for expertise in supply chain sovereignty, national security, industrial policy, countering foreign interference, international trade and energy security. As a contributor to MSNBC, BBC, and ABC, Misha’s work features in Australian and international print publications including The Sydney Morning Herald, The Australian Financial Review, Daily Telegraph, Foreign Policy and The Times. His book The Sun Will Rise, detailing the events of Russia’s brutal invasion of Ukraine was released in December 2023.
Dr Marion Kohler was appointed Head of Economic Analysis Department at the Reserve Bank of Australia in July 2022. Marion returned to Economic Group after working for several years in the Bank’s Financial Markets area, including as Head of the Bank’s Domestic Markets Department. Marion also worked at the Bank for International Settlements in Switzerland and the Bank of England. She holds a PhD in economics from the European University Institute in Italy and has published extensively on macroeconomics, including monetary policy, exchange rates and financial crises.
John Kehoe is Economics Editor for The Australian Financial Review. John writes for The Australian Financial Review from Parliament House, Canberra on economics and the intersection of politics and business. He appears regularly on Nine's Today Show to talk finance news. Between 2013 and 2018, John was the Financial Review’s US Correspondent in Washington. He reported on the Obama presidency and the rise of Donald Trump during the presidential election and the first 18 months of the Trump presidency. John joined the Financial Review in 2008 and has reported on banking, tax and federal politics. Before entering journalism, John began his career as an economic analyst at the Australian Treasury. He studied economics and politics at Monash University in Melbourne. John has also moonlighted as a sports commentator for more than 15 years, broadcasting AFL, tennis and basketball.
Paul Bloxham is HSBC’s Chief Economist for Australia, New Zealand and Global Commodities and a Managing Director. He is chief spokesperson for HSBC on forecasts and trends for the Australian and New Zealand economies and their interaction with global financial markets and international economies and a key spokesperson on HSBC’s unique view on global commodity markets. Paul is a regular commentator on local and international business television and a frequent contributor of opinion editorials to the Australian newspapers. Paul’s team has won a number of forecasting awards, including the Consensus Economics award for best forecaster for the Australian economy in 2021, and Focus Economics awards for best forecaster for New Zealand in 2023 and both Australia and New Zealand in 2017. He is also an Adjunct Professor at Curtin University. Prior to joining HSBC in 2010, Paul spent 12 years as an economist with the Reserve Bank of Australia. Paul holds a Master's degree in public financial policy from the London School of Economics
Su-Lin Ong is a Managing Director of RBC Capital Markets, Chief Economist & Senior Relationship Manager. She has led the Economics & Fixed Income Strategy team for AU/NZ since 2010 and was Head of AU Research from 2015 to 2019. In August 2019, she began a newly created role to help foster senior relationships with RBC’s key clients. Su-Lin is part of the global strategy team with primary responsibility for formulating and presenting RBC’s AU/NZ macroeconomic outlook, cash rate view and bond yield forecasts. Su-Lin is an Executive Member of The Australian Business Economists, sits on the Women in Banking and Finance Board, is an ambassador for the RBA’s Women in Economics initiative and was recently appointed to the Parliamentary Budget Office’s Panel of Expert Advisors. She is also a founding member of RBC’s Diversity Council, RWomen Committee and actively involved in their mentoring and charity programs.
Amber Rabinov is Head of Macro Research & Strategy, AustralianSuper
Amber joined AustralianSuper in 2020.She leads a team of high-performing individuals based in Australia, China and the UK. Together, the team generates actionable macroeconomic, financial market and investment strategy insights. Amber’s research focus includes the cyclical economic and policy environment, as well as longer-term thematic trends (such as geopolitics, demographics and the energy transition) and their interaction with the global macroeconomy, financial markets and asset prices. This work supports AustralianSuper’s investment processes, strategy and overall performance to benefit all members. Previously, Amber worked as a senior economist and investment strategist at Aviva Investors in London, and at ANZ in both London and Melbourne. Amber holds a Master of Commerce with honours (specialisation in Economics), Bachelor of Commerce (Economics) with first class honours and a Bachelor of Arts, all from the University of Melbourne.
EY Centre Sydney
200 George Street, Sydney NSW 2000