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Global trade in chains: part 3 - China vs the US: non-tariff barriers
25 April 2025
The third in a series of articles sharing our thoughts on the unfolding global trade war.
Global Macro Research: reflections on Europe versus the US
17 April 2025
Professor Robert J Gordon provides his thoughts on the divergence between US and European growth and challenges the common perception that the US holds a significant advantage over Europe.
Global trade in chains: part 2 – The impact of uncertainty
14 April 2025
The Second in a series of articles sharing our thoughts on the unfolding global trade war.
Archive
Global Macro Research: A New World Order
10 April 2025
The multilateral order is unravelling, with Pax Americana no longer able to sustain itself. This seismic shift carries significant ramifications for investors, fundamentally altering the investment landscape in which they operate.
Global trade in chains: part 1 – Key takeaways from reciprocal tariffs
08 April 2025
The first in a series of articles sharing our thoughts on the unfolding global trade war.
Global macro research: Climate refugees
23 January 2025
We seek to understand how global migration could be impacted by climate change.
Global Macro Research: Germany – is there any hope for the sick man of Europe?
23 January 2025
We consider why the German economy has struggled since the pandemic, and why the February 2025 election presents an opportunity for change.
UK fiscal update
10 December 2024
We review the UK budget and the implications for growth, inflation and the Bank of England.