United States
Global macro research hub
Category Asset Allocation
Global macro research: The pivot from inflation to growth
November 29, 2024
Central banks have shifted focus from inflation to growth and a global easing cycle has started – this has stabilised growth and shifted our macro regime framework to a more positive outlook.
Asset allocation in focus
August 02, 2024
We discuss the influence of growth, inflation and real interest rates on asset allocation decisions.
