Webinars

Low economic growth and the ongoing cost-of-living crisis are having an impact on the insurance industry and policyholders globally. Join our webinar to learn:
1. How consumer purchasing behaviors are changing as a result of high inflation
2. What growing prices mean for insurance penetration in personal and commercial lines
3. How inflation is affecting premiums and claims across key insurance markets

Freya Beamish, Chief Economist, moderated by Andrew Slazenger, Head of Product and Marketing, will discuss the following:

- Have markets moved too fast to price in cuts?
- Will the Houthi rebel effect ripple into goods/food/energy prices?
- Does Taiwan's election result figure?
- How deflationary is China's weak growth?
- Where will inflation settle?
- Monetary vs fiscal;
- US vs China;
- Debt vs income;
- Private vs public;
- Capital vs Labour;
- Supply vs Demand;
- What are the determinants? And what are the market implications?

High inflation and the wider cost of living crisis are having an impact on the insurance industry and policyholders globally. Join our webinar to learn:

1. How consumer purchasing behaviours are changing as a result of high inflation
2. What growing prices mean for insurance penetration in the SME segment
3. How inflation affects the insurance market

Foodservice industry has been facing continuous challenges, such as COVID-19 and inflation. The peak of global inflation has passed, but the impact of the cost-of-living crisis remains on consumers’ lives. What else is affecting the industry? Are there new threats or opportunities? This webinar will explore the key consumer trends and industry themes impacting foodservice in 2024.

"We maintain a pro-risk stance. We are not concerned about the risk of stagflation in 2022, but inflation broadening makes forecasting the timing of its eventual moderation more uncertain.
Growth will slow next year but settle at above-trend rates in the EA and the US. Central banks will respond to inflation earlier than previously thought but tighten less than the market is pricing in.
All of this makes for a still-positive macro backdrop for risk assets. Corporate fundamentals are strong and margins are holding up nicely. Bonds remain expensive and continue to offer little value.
EM central banks are taking the lead in tightening monetary policy
Deflation from China in H2/22 is likely to upset market sentiment
Our neutral EM risk view is backed by positive outlook for India and Russia"

• Updates to the GlobalData Market Access Risk Scores (MARS) in 2024
• Main Drivers for the changes to outlook
o IRP reform
o Drug shortages as a P&R policy driver
o Start of drug price negotiation under Inflation Reduction Act in US
o Japan price reforms
o German P&R reform one year one: compromise in the face of industry pressure
o VPAG to replace VPAS clawback scheme in UK
• Outlook
• Q&A – 10 min

After a difficult year in 2023, the plant-based meat and seafood industry is at a crossroads in 2024. The next few years will be crucial to reversing the sector’s fortunes, salvaging a tarnished health reputation, and driving customer loyalty. Register now for GlobalData’s Top Trends in Plant-Based Meat and Seafood Alternatives 2024. Join us to understand the challenges and opportunities in leveraging key plant-based trends around clean label, food technology, inflation, and sustainability in 2024.

Updates to the GlobalData Market Access Risk Scores (MARS) in 2024
• Main Drivers for the changes to outlook
o IRP reform
o Drug shortages as a P&R policy driver
o Start of drug price negotiation under Inflation Reduction Act in US
o Japan price reforms
o German P&R reform one year one: compromise in the face of industry pressure
o VPAG to replace VPAS clawback scheme in UK
• Outlook
• Q&A – 10 min

• Updates to the Global Data 10-year forecast for healthcare spending and pharmaceuticals sales
• Major drivers for the changes to outlook
o Drug shortages as a policy driver
o Early launch incentives in Japan
o Insulin OOP caps (US), reimportation (Florida) and price negotiation under Inflation Reduction Act in US
o EU reform: IP protection extension in exchange for simultaneous launch
o Compulsory licensing in Russia and industry responses
o Subscription plans for Antimicrobials
• Outlook
• Q&A – 10 min

Commodities are in the driving seat, and inflation is headed back down, relieving downstream firms from the burden of passing on input cost pressures, and the US, China, and the EA all face a marked shift in consumer trends. But what does the changed global labor market landscape tell us about where wage costs will settle? And which markets will see pricing power for consumer goods dissolve, and where will pricing power be stickier? This session answered these questions and more, led by Freya Beamish, Chief Economist, in conversation with Maureen Hinton, Head of Retail Intelligence Center, and Rob Simmons (RMC Agri).

Updates to the Global Data 10-year forecast for healthcare spending and pharmaceutical sales
• Major drivers for the changes to the outlook
o Drug shortages as a policy driver
o Early launch incentives in Japan
o Insulin OOP caps (US), reimportation (Florida) and price negotiation under Inflation Reduction Act in US
o EU reform: IP protection extension in exchange for simultaneous launch
o Compulsory licensing in Russia and industry responses
o Subscription plans for Antimicrobials
• Outlook
• Q&A – 10 min