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Global Macro Research: Global trade in chains part 4
May 20, 2025
Deals with the UK and China suggest the US is beginning to de-escalate its trade war – but tariffs are still likely to have a meaningful impact on growth and inflation.
Global trade in chains: part 3 - China vs the US: non-tariff barriers
April 28, 2025
The third in a series of articles sharing our thoughts on the unfolding global trade war.
Global Macro Research: reflections on Europe versus the US
April 17, 2025
Professor Robert J Gordon provides his thoughts on the divergence between US and European growth and challenges the common perception that the US holds a significant advantage over Europe.
Previous research
Global trade in chains: part 2 - The impact of uncertainty
April 14, 2025
The second in a series of articles sharing our thoughts on the unfolding global trade war.
Global Macro Research: A New World Order
April 10, 2025
The multilateral order is unravelling, with Pax Americana no longer able to sustain itself. This seismic shift carries significant ramifications for investors, fundamentally altering the investment landscape in which they operate.
Global trade in chains: part 1 - Key takeaways from reciprocal tariffs
April 08, 2025
The first in a series of articles sharing our thoughts on the unfolding global trade war.
Asset allocation in focus
August 02, 2024
We discuss the influence of growth, inflation and real interest rates on asset allocation decisions.
The AI awakening: Productivity and the future of work
May 01, 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.
