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Global macro research: A banquet of consequences
30 November 2022
The Global Macro Research Editorial Committee reviews research on thematic long-term investment issues from our global investment teams, and commissions research on topics it believes could be impactful to markets.
By Editorial committee
27 September 2023
Green protectionism is reshaping the global economy and geopolitics.
By Emin Hajiyev
10 July 2023
We discuss the influence of growth, inflation and real interest rates on asset allocation decisions.
By Matthew Merritt
26 June 2023
We discuss the evolution of currency markets and currency management over the last 30 years.
By Francesca Fornasari
15 June 2023
The growing risks facing the global financial system.
By Abdallah Nauphal
23 May 2023
We believe European central banks can keep hiking in the months ahead despite a Fed pause.
By Gareth Colesmith
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