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Global macro research hub
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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.
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.
Previous research
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.
Global Macro Research: Germany – is there any hope for the sick man of Europe?
January 23, 2025
We consider why the German economy has struggled since the pandemic, and why the February 2025 election presents an opportunity for change.
UK fiscal update
December 12, 2024
We review the UK budget and the implications for growth, inflation and the Bank of England.
Le Déluge - The French political trajectory
December 10, 2024
We provide an update on recent political events in France
