Australia
Global macro research hub
Category Geopolitics
US exceptionalism: at a crossroads
09 June 2025
US exceptionalism has underpinned a long period of asset outperformance, but we stand at a cross roads, and this long standing trend may be drawing to a close.
Global Macro Research: What a tripolar world means for Europe
04 June 2025
We ask Gideon Rachman, Chief Foreign Affairs Commentator at the Financial Times to give his thoughts on the global outlook
Trade Wars 2025
04 June 2025
Tariff uncertainty has created considerable market volatility, but impact on growth remains unclear. We take a look at what my lie ahead.
Global Macro Research; Climate refugees
06 February 2025
We seek to understand how global migration could be impacted by climate change
Global Macro Research:Tariffs and Trade Wars – Implications of a Second Trump Presidency
15 August 2024
We explore how a more restrictive trade regime under a second Trump presidency could affect the US, its trading partners and the US dollar.
