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Global Macro Research - The Politics of ESG
Sustainability is often viewed as extraneous to a business. However, managing the impact of externalities is a precondition for any business.
Global Macro Research - US Election 2024: An early look
An early look at implications of the US Presidential election.
The AI awakening: Productivity and the future of work
Erik Brynjolfsson, one of the most-cited authors on the economics of information, examines the potential effects that artificial intelligence may produce on economies, living standards and society.
The unexpected resilience of global housing markets
19 March 2024
Global housing markets have held up better than expected through the rate hiking cycle. We think this strength could mean a slower rate cutting cycle than markets expect.
The scientific scrutiny of sustainability
Alex Edmans, Professor of Finance at London Business School, explains how confirmation bias can be a challenge when it comes to sustainability and investment.