An unstable equilibrium
The global economy is balancing on an unstable equilibrium. Are you prepared for the shift when it comes?
Read more
The global economy is balancing on an unstable equilibrium. Are you prepared for the shift when it comes?
Read moreGlobal macro, Economics
Tariff uncertainty has created considerable market volatility, but impact on growth remains unclear. We take a look at what my lie ahead.
04 June 2025
Global macro, External speakers, Economics
Professor Robert J Gordon provides his thoughts on the divergence between US and European growth
17 April 2025
Global macro, Economics, Fixed income
The multilateral order is unravelling, with Pax Americana no longer able to sustain itself. This seismic shift carries significant ramifications for investors
10 April 2025
Global macro, Economics
We consider why the German economy has struggled since the pandemic, and why the February 2025 election presents an opportunity for change.
23 January 2025
Global macro, Economics
A window for optimism has now opened in Japan, and the Bank of Japan has started to tighten policy for the first time since 2007.
11 November 2024
Global macro, Geopolitics, Currency
We explore how a more restrictive trade regime under a second Trump presidency could affect the US, its trading partners and the US dollar.
14 August 2024
Global macro, Economics
We believe the economic outperformance of Southern European countries relative to countries such as Germany should continue for some years to come.
30 May 2024
Global macro, Economics
We examine the potential economic policy of an incoming Labour government and the challenges that would face whichever party wins.
23 May 2024
Global macro, Geopolitics
At a time of heightened geopolitical risk, the world’s leading superpower will be heading to the polls to choose a new president.
15 May 2024