Any happy returns: structural changes & super cycles in markets

Hosted by the Department of Economic History and the Economic History Advisory Board (EHAB)

Thai Theatre, CKK Building


Peter C. Oppenheimer

Peter C. Oppenheimer

Chief Global Equity Strategist, Goldman Sachs

David Chambers

David Chambers

Visiting Professor of Economic History, LSE


Olivier Accominotti

Olivier Accominotti

Professor of Economic History, LSE

In his new book, which forms the basis of this event, Peter C. Oppenheimer discusses how structural changes in macroeconomic drivers, geopolitics, government policy and social attitudes all combine to drive secular super cycles that help to explain investor returns. 

He focuses on what he calls the Post-Modern cycle, what it's likely to look like, how it will unfold and what investors should focus on.

In case you missed it, a recording of the event is available here.

Meet our speakers and chair

Peter C. Oppenheimer is chief global equity strategist and head of Macro Research in Europe within Global Investment Research at Goldman Sachs. He regularly appears in news outlets such as Financial Times, CNBC, The Guardian, The Independent, Bloomberg, and Barron’s among others as a finance strategist and expert.

David Chambers is the Invesco Professor of Finance at the Judge Business School, University of Cambridge. His research interests include empirical corporate finance, especially IPOs, asset management, in particular endowment and foundations. He is currently based in the Department of Economic History as a Visiting Professor.

Olivier Accominotti is Professor of Economic History in the Department of Economic History at LSE. His research interests are in the history of money and finance, especially the international propagation of financial crises, the determinants of global capital flows, the political economy of exchange rate policies and the effect of political institutions on countries’ access to capital markets. 

The Department of Economic History (@LSEEcHist) is one of the world's leading centres for research and teaching economic history. It is home to a huge breadth and depth of knowledge and expertise ranging from the medieval period to the current century.  

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