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Global Macro Research: State of the world
25 June 2025
Markets have started to price in UK policy easing in 2024, but we believe those looking for aggressive cuts may be disappointed.
Global Macro Research - 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: 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.
Archive
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
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 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 macro research: Climate refugees
23 January 2025
We seek to understand how global migration could be impacted by climate change.