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    Global macro research: Editorial committee

    Global macro research: Editorial committee

    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.

    Panel latest views

    The case for a higher neutral interest rate

    The case for a higher neutral interest rate

    6 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?

    Yield-curve inversion – an unreliable recession signal?

    12 October 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

    The rise of green protectionism

    27 September 2023

    Green protectionism is reshaping the global economy and geopolitics.

    Asset allocation in focus

    Asset allocation in focus

    10 July 2023

    We discuss the influence of growth, inflation and real interest rates on asset allocation decisions.

    30 years in currency markets

    30 years in currency markets

    26 June 2023

    We discuss the evolution of currency markets and currency management over the last 30 years.

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