Watchlist

Summits and meetings.

The summits and meetings entries on the firm's 2026 watchlist. Each event names what we are watching for and links to the most relevant insight on file.

July 7 to 8, 2026 Summit Latin America

BRICS+ Summit Brazil

BRICS+ leaders summit hosted by Brazil. BRICS Pay platform progress and Lula's payment systems agenda after the Kazan declaration.

Watching for Whether bilateral RMB and local currency settlement growth shows up in CIPS volumes versus the SWIFT 4.69 percent RMB share floor.

October 7, 2026 Summit Europe

Ukraine donor coordination conference

Successor to the Ukraine Recovery Conference cycle (Lugano 2022, Berlin 2024, Rome 2025). RDNA 4 baseline of USD 524 billion reconstruction need with G7 ERA mechanism backed by Russian asset returns.

Watching for Whether donor pledges close the gap between IMF EFF disbursements and ERA tranches, and progress on EU Ukraine Facility EUR 50 billion absorption.

November 14 to 16, 2026 Summit Global

G20 Summit (TBD host)

Annual G20 leaders summit. Sherpas will pre-stage the communique through the year.

Watching for Common Framework next steps, AI governance language, and the BRICS payments sub-narrative.

November 2026 Summit Global

COP31 climate summit

UNFCCC COP31 conference hosted by Australia or Turkey. NDC 3.0 implementation, Article 6 PACM activity, and post-NCQG climate finance follow-through.

Watching for Whether USD 300B per year by 2035 NCQG translates into actual disbursements and whether Article 6.4 ITMOs gain corporate buyers.