The AI awakening: Productivity and the future of work

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.

The unexpected resilience of global housing markets

19 March 2024

Global housing markets have held up better than expected through the rate hiking cycle. We think this strength could mean a slower rate cutting cycle than markets expect.

The scientific scrutiny of sustainability

Alex Edmans, Professor of Finance at London Business School, explains how confirmation bias can be a challenge when it comes to sustainability and investment.

China: potential growth – lower for longer

14 February 2024

We continue to have a bearish view for Chinese growth over the medium term relative to current market expectations.

Asset returns post rate peaks

30 January 2024

Markets are pricing in the end of the rate cycle, and if they are correct then asset prices have historically performed well in the period between the last hike and the first cut.