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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.
Aktuelle Ansichten
Asset Allocation in Focus
26. November 2025
The performance of any asset class is driven by a complex set of forces
France: steps towards a second eurozone sovereign crisis
25. November 2025
France faces a precarious political and fiscal outlook, with implications for investors to consider.
Business investment, profits and the growth cycle
18. November 2025
We explore the evolving role of business investment – particularly the recent surge in AI-related capital expenditure – as a key driver of global growth.
Rare earths versus semiconductors – what are they playing at?
10. November 2025
President Trump is playing poker; President Xi is playing weiqi.
Global Macro Research: Navigating the US data shutdown
21. Oktober 2025
The US federal government shutdown has delayed several key economic data releases, forcing markets to pay closer attention to alternative data sources and complicating the Fed’s decision-making process.