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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
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?
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
27 September 2023
Green protectionism is reshaping the global economy and geopolitics.
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
26 June 2023
We discuss the evolution of currency markets and currency management over the last 30 years.
