Global Macro Research Hub
Aktuelle Ansichten
The unexpected resilience of global housing markets
19. März 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
11. März 2024
Alex Edmans, Professor of Finance at London Business School, explains how confirmation bias can be a challenge when it comes to sustainability and investment.
Asset returns post rate peaks
30. Januar 2024
Markets are pricing in the end of the rate cycle, and if they are correct then asset prices have historically performed well in the period between the last hike and the first cut.
Weitere Inhalte
Geopolitik meets Märkte
11. Dezember 2023
Geopolitik meets Märkte: Neues ökonomisches Koordinatensystem
The case for a higher neutral interest rate
06. November 2023
In our view, the level of real interest rates at which central bank policy is neither stimulating or restricting growth has moved upwards.
Yield-curve inversion – an unreliable recession signal?
12. Oktober 2023
Central banks have suppressed longer-dated bond yields, according to our analysis, undermining the value of an inverted yield curve as a recession signal.
The rise of green protectionism
27. September 2023
Green protectionism is reshaping the global economy and geopolitics.
Asset allocation in focus
11. Juli 2023
We discuss the influence of growth, inflation and real interest rates on asset allocation decisions.
