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    Global Macro Research - The Politics of ESG

    Global Macro Research - The Politics of ESG

    7 May 2024

    Sustainability is often viewed as extraneous to a business. However, managing the impact of externalities is a precondition for any business.

    Global Macro Research - US Election 2024: An early look

    Global Macro Research - US Election 2024: An early look

    3 May 2024

    An early look at implications of the US Presidential election.

    The AI awakening: Productivity and the future of work

    The AI awakening: Productivity and the future of work

    1 May 2024

    Erik Brynjolfsson, one of the most-cited authors on the economics of information, examines the potential effects that artificial intelligence may produce on economies, living standards and society.

    The unexpected resilience of global housing markets

    The unexpected resilience of global housing markets

    19 March 2024

    Global housing markets have held up better than expected through the rate hiking cycle. We think this strength could mean a slower rate cutting cycle than markets expect.

    The scientific scrutiny of sustainability

    The scientific scrutiny of sustainability

    11 March 2024

    Alex Edmans, Professor of Finance at London Business School, explains how confirmation bias can be a challenge when it comes to sustainability and investment.

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