CFA UK and The Macro Institute pathway: Macro forecasting 101 (1 of 3)

Wednesday 14 January 2026 | 13:00 - 13:50 | Webinar

Join us for an insightful introduction to the foundational macroeconomic concepts that shape investment analysis and decision-making. In partnership with the Macro Institute, this webinar is tailored for investment professionals seeking to deepen their understanding of the business cycle, Leading Economic Indicators (LEIs), and anticipatory data. 

Based on Chapter 3 of Level 1 of the M2SD curriculum, this session will explore the macro relationships and data points that professionals rely on daily. Whether you're refining your analytical toolkit or building a stronger macro framework, this webinar offers practical insights into how economic signals can inform market expectations and investment strategy. 

What you'll learn: 

• Interpret key economic data series and their roles in macro forecasting, including Leading Economic Indicators (LEIs), Coincident Economic Indicators (CEIs), and Lagging Economic Indicators (LAGs).
• Explain Anticipatory Economic Indicators (AEIs), including their relationship with monetary policy and their predictive power in financial markets.
• Evaluate the effects of interest rate changes on key economic sectors, such as housing, and understand how these fluctuations impact broader economic indicators and market trends.
• Apply AEIs, including the yield curve, interest rates, and inflation measures, to forecast shifts in the business cycle and assess their implications for economic growth and market behavior.

 
Who should attend: 
Investment professionals, analysts, and portfolio managers looking to enhance their macroeconomic literacy and apply data-driven insights to their work. 

You can also book on to the other thee events in the series:
-28 January 2026 - How to invest around the business cycle (2 of 3) 
- 11 February 2026 - How to master stock selection (3 of 3) 

Registration: 12:55
Event: 13:00 - 14:00

Click here to view our event terms and conditions.

François Trahan
François Trahan is an economist by training with a master’s degree in finance and econometrics. He is widely praised for his differentiated insights into the drivers and dynamics of the marketplace and his unique understanding of the business cycle. In 2016, François was inducted into the Institutional Investor All-America Research Team Hall of Fame after placing first in Portfolio Strategy for ten of the previous 12 years. He has also ranked for Quantitative Strategy.

François is currently President and founding partner of The Macro Institute – a firm dedicated to macro research and education. Previously he was a Managing Director at UBS where he led the U.S. Portfolio Strategy effort, and prior to that he was a founder and managing partner of Cornerstone Macro. Before that, he was Vice Chairman of Wolfe Trahan & Co., Chief Investment Strategist at International Strategy and Investment Group (ISI), and the Chief Investment Strategist for Bear Stearns & Co. Earlier, he worked for Ned Davis Research and the Bank Credit Analyst Research Group.

François received undergraduate and graduate degrees in economics from the University of Montreal. Along with Katherine Krantz, he is the co-author of "The Era of Uncertainty: Global Investment Strategies for Inflation, Deflation, and the Middle Ground," published by Wiley & Sons in August 2011.