Global macro research hub

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White papers on macroeconomic and investment strategy topics:

Global macro research: building a value and purpose-driven  economy

 

Published: November 2021

Global macro research: building a value and purpose-driven economy

Mariana Mazzucato (PhD) discusses how there needs to be a rethink of capitalism.

Global macro research: policy in a post pandemic world

 

Published: November 2021

Global macro research: policy in a post pandemic world

A discussion with Dr. Raghuram Rajan.

Global macro research: the end of the Merkel era

 

Published: October 2021

Global macro research: the end of the Merkel era

We map out potential coalition outcomes and impacts after inconclusive German elections.

Global macro research: a wider US deficit spells trouble for the dollar

 

Published: October 2021

Global macro research: a wider US deficit spells trouble for the dollar

The US trade deficit is at an all-time high, and may not reverse as the pandemic ends.

Global macro research: Desynchronising recoveries

 

Published: September 2021

Global macro research: desynchronising recoveries

The differentiated recovery is presenting potential opportunities for investors.

Global macro research: global debt sustainability

 

Published: June 2021

Global macro research: global debt sustainability

We analyse the impact of an unexpected rise in interest rates on interest payments across major economies.

Global macro research: EU integration and disintegration

 

Published: June 2021

Global macro research: EU integration or disintegration?

The pandemic appears to be a potential catalyst for an effective relaunch of the European Union.

Global macro research: Bitcoin

 

Published: May 2021

Global macro research: Bitcoin

Many investors are considering how to access the growth in cryptocurrencies.

Global macro research: China - Dual circulation

 

Published: April 2021

Global macro research: China - dual circulation

China's 'Dual Circulation' plans to increase self-sufficiency by decreasing reliance on imports and exports.

Global macro research: The UK finding a place in the world

 

Published: March 2021

Global macro research: The UK - finding a place in the world

Post-pandemic plan to solve the UK productivity problem: the government is looking to science, tech and outside London for growth.

Global macro research: asset allocation challenges and opportunities

 

Published: February 2021

Global macro research: asset allocation challenges and opportunities in a world of low government bond yields

Alternative forms of diversification are warranted.

Global macro research: the age of low yields

 

Published: February 2021

Global macro research: the age of low yields

The low yield environment has been a long time in the making.

Global macro research: the future of oil in a world of energy transition (Part 2)

 

Published: December 2020

Global macro research: the future of oil in a world of energy transition (part 2)

An interview with international oil expert Professor Paul Stevens. 

Global macro research: the future of globalistaion

 

Published: November 2020

Global macro research: the future of globalisation

The era of post 1980s hyper globalisation is over.

Global macro research: disruption decade

 

Published: September 2020

Global macro research: disruption decade

Thinking outside the 'industrial box' for responsible fixed income investing.

Global macro research: the impact of renewables

 

Published: August 2020

Global macro research: the impact of renewables

Increased use of renewables to decarbonise power will be critical in reversing the trend of climate change.

Global macro research: neofiscalism

 

Published: July 2020

Global macro research: neofiscalism

Implications of big government in a post-covid world.

Global macro research: a fractured world

 

Published: June 2020

Global macro research: a fractured world

An interview on geopolitical risk with George Friedman.

Global macro research: China's external balances - past, present and future

 

Published: June 2020

Global macro research: China's external balances - past, present and future

The current account has shifted from substantial surplus to a state of near balance today.

Global macro research: COVID-19 - the trigger that ends the US dollar bull market?

 

Published: June 2020

Global macro research: COVID-19 - the trigger that ends the US dollar bull market?

The speed and aggression of policy responses suggests that global economic activity will recover.

Global macro research: nearing the tipping point

 

Published: May 2020

Global macro research: nearing the tipping point

Christiana Figueres explains why this decade is the tipping point for taking action on climate change.

Global macro research: the impact of electrical vehicles on investment

 

Published: May 2020

Global macro research: the impact of electric vehicles on investments

The demand for electric vehicles through 2040 is set to soar.

Global macro_the future of oil

 

Published: March 2020

Global macro research: the future of oil in a world of energy transition

An interview with professor Paul Stevens

Global Macro - Seeking a sustainable future

 

Published: February 2020

Global macro research: seeking a sustainable future

An interview with Sir Ian Boyd on politics, policies and process.

Global macro research-dawn of a new fiscal era

 

Published: February 2020

Global macro research: dawn of the fiscal era?

We believe that expansionary fiscal policy is likely to become the focus for policymakers in a future downturn.

Global Macro Research - Corporate Profits and the Growth Cycle

 

Published: February 2020

Global macro research: corporate profits and the growth cycle

Why do margins matter?