Global macro research hub
Category Economics
The UK fiscal position: An international comparison
12 January 2026
An international comparison of the UK.
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.
