Upcoming Events

LOOKING UNDER THE MATTRESS FOR THE SAFE HAVEN

Date: March 19, 2026
Time: 12:35 pm - 2:35 pm
Location: El Vino, 30 New Bridge Street, London, EC4V 6BJ

Halkin is delighted to welcome back Dr Gerard Lyons, Chief Economic Strategist at Netwealth Investments and board member and chair of the risk committee at Bank of China (UK), to address the topic: “Looking under the mattress for the safe haven”.

Dr Gerard Lyons has spent over 30 years in senior roles in the City and public policy. From 1999-2012 he was Head of Global Research and Chief Economist at Standard Chartered Bank, where he was credited as one of the few economists to predict the 2008 global financial crisis. In 2010 and 2011, Bloomberg ranked his team as the most accurate forecasters globally. During this period, he was also the Lead Advisor to PM Gordon Brown’s 2008 Business Council, an inaugural member of the EU Commission’s Network on China Experts and sat on several Councils of the World Economic Forum. Before this he held other senior positions at large international banks, such as being Chief Economist at DKB International – then the world’s largest bank – and Chief Economist at Swiss Bank Corporation, beginning his career with Chase. 

He left Standard Chartered to become Boris Johnson’s Chief Economic Adviser, when he was Mayor of London, where he championed the City globally. During this time, he also wrote his first book ‘The Consolations of Economics’ published by Faber & Faber.

Currently Gerard is Chief Economic Strategist at Netwealth Investments, the discretionary wealth manager that he helped establish in 2016. He sits on the Boards of both Bank of China (UK) and BGC Partners, the global brokerage firm. He is also part of a project team at the Bretton Woods Committee looking at the green agenda and since its inception has sat on the Advisory Board of the Grantham Research Institute on Climate Change and the Environment. He is also on the Advisory Board of Warwick Business School and is a Senior Fellow at the think-tank Policy Exchange. In 2019, he was a candidate to be Governor of the Bank of England.

Gerard and his daughter, the comedian Elf Lyons, have also just started the second series of their economics podcast – Elfonomics.

Past Events

CAN EUROPE SURVIVE?

Date: February 25, 2026
Time: 12:35 pm - 2:30 pm
Location: El Vino, 30 New Bridge Street, London, EC4V 6BJ

We are delighted to welcome back David Marsh, chairman of OMFIF, to discuss the themes and conundrums contained in his recent book, “Can Europe survive? The Story of a Continent in a Fractured World”.

David Marsh is recognised as one of the foremost writers and commentators on European economics, finance and politics. Co-founder and chairman of the Official Monetary and Financial Institutions Forum economic research group, he is a former Financial Times European editor and the author of six books, including The New Germany, The Euro, Europe’s Deadlock and The Bundesbank: The Bank that Rules Europe.

In “Can Europe Survive?”, David argues that, since the end of the Cold War, “Europe has lost many of the new arguments, lost its leadership and lost its way”. Can Europe survive as a coherent political and economic force? The answer, as his book makes clear, depends less on Europeans knowing what to do than on finding the will to do it.

NAVIGATING THE GEOPOLITICAL LANDSCAPE

Date: February 17, 2026
Time: 12:35 pm - 2:30 pm
Location: El Vino, 30 New Bridge Street, London, EC4V 6BJ

Alexander Chartres, partner and investment manager at Ruffer LLP, will present an overview of the geopolitical landscape and associated investment risks and opportunities, including references to Ruffer’s thematics work.

Alex joined Ruffer in 2010, graduating from Newcastle University with a first-class honours degree in history and politics. He was a manager on Ruffer’s private client team, becoming a long-standing fund manager in the investment team and a Partner in the firm. He is a Fellow of the CISI and specialises in geopolitics and its investment implications, with a particular focus on European politics and US-China relations. He is co-manager of two of Ruffer‘s flagship funds.

NAVIGATING THE 2026 CYCLE CONVERGENCE: OPPORTUNITIES, RISKS & PORTFOLIO RESILIENCE

Date: January 14, 2026
Time: 12:35 pm - 2:35 pm
Location: El Vino, 30 New Bridge Street, London, EC4V 6BJ

Robin Griffiths and Ron William will lead us in a discussion entitled “Navigating the 2026 Cycle Convergence: Opportunities, Risks & Portfolio Resilience” : a forward-looking session on how investors can anticipate risk, capture opportunity, and structure portfolios resilient to 2026’s multi-cycle and disruptive environment.

As 2026 begins, global markets are entering a rare cycle convergence, identified through the Roadmap Signature Model (RSM) developed by Robin Griffiths and later expanded with Ron William, incorporating tactical overlays and proprietary timing models. The RSM integrates adapted Schumpeterian macro forces, including long-wave inflation trends (Kondratieff), ~41-month business cycle, and U.S. political cycle. Historically, these cycle intersections have coincided with heightened volatility, structural asset repricing, and periods when traditional diversification is challenged.

Adding to the complexity is the emergence of a multipolar global order, reshaping trade flows, reserve currency dynamics, and cross-border capital allocation. Investors now face an environment where geopolitical realignment intersects with financial and economic cycles, amplifying both risks and opportunities.

The cycle-based macro and cross-asset analysis will guide this discussion, covering:

  • Cross-Asset Leadership Signals:
    Commodities—particularly precious and industrial metals—are leading, with oil structurally constrained, deeply undervalued, and heavily shorted, positioning it as a potential late-cycle leader alongside metals in 2026.
  • Inflation & Rates Dynamics:
    Markets are transitioning to a volatility-driven regime, rather than a straightforward disinflation path, as liquidity tightens and yields rise.
  • Equity Risk Premium Reset:
    Higher real rates, liquidity withdrawal, and multipolar pressures favour defensive and real assets over growth-duration equities.
  • Portfolio Positioning Themes:
    Capital preservation, liquidity management, and optionality remain central to navigating cycle intersections and geopolitical shifts.

Robin Griffiths, FSTA

Robin Griffiths is Senior Advisor & Investment Strategist at RW Advisory (RWA).
Additionally, he also contributes to the Adaptive Asset Allocation Newsletter at Bytetree. 

Previously, Robin served as Head of Multi-Asset Research & Advisory at the ECU Group. He was previously Chief Technical Strategist at HSBC Investment Bank for 20 years, before becoming Head of Global Asset Allocation at Rathbones, and then a director and technical strategist for Cazenove Capital Management. Robin was a Partner of WI Carr and Head of Technical Analysis at Grieveson Grant.

Robin is a committee member and former chairman of the International Federation of Technical Analysts (IFTA), and former chairman, now fellow, of the British Society of Technical Analysts (STA). Robin has been a member of ECU’s Global Macro Team for over 20 years. Robin has won several Technical Analyst awards for his research.

Ron William, CFTe

Ron William is founder & CIO of RWA, an award-winning, macro-tactical, research and advisory firm, to a wide range of financial institutions & professionals, producing differentiated alpha, insightful idea generation and unique market timing.

He specialises in global, multi-asset, top-down framework, grounded in behavioural technical analysis, driven by cycles, based on the expanded Roadmap Signature Model (RSM) of veteran market technician Robin Griffiths, originally published in Robin’s book “Mapping the Markets“. Additional insights also featured in their peer interview exchange hosted by Real Vision, T3 reports on Substack and Halkin Services letter contribution.  

Driven by impactful education, Ron trains financial institutions and serves on the board of a variety of professional societies, notably as MENA director, education committee member of the International Federation of Technical Analysts (IFTA) and Development Director at the Foundation of the Study of Cycles(FSC)