High public debt and adverse demographics suggest long-term interest rates may remain elevated, with increased volatility and global contagion risks.

Europe aims to boost productivity through policy reforms and investments to restore competitiveness.

Shifts like lower fertility and immigration rates will challenge potential growth and tilt population dynamics towards Asia and Sub-Saharan Africa.

This paper examines the potential economic and foreign policy changes at stake in the 2024 US elections and implications for investors across asset classes,...

Analysing the causes and effects of the secular decline in productivity growth, and the impact of Artificial Intelligence.

This paper examines the potential economic and foreign policy changes at stake in the 2024 US elections.

Dive deep into the intricacies of the burgeoning US debt crisis and its profound implications for the finance sector. Explore nuanced fiscal adjustment...

Discover investment opportunities in the resilient credit markets of 2024, with attractive valuations in Eurozone investment grade credit and promising...

Explore the potential of Artificial Intelligence (AI) on global industries for increased productivity, the complex landscape of AI adoption, and the short-term...

The shift toward a more sustainable growth model presents long-term opportunities in Chinese assets, but it also calls for increased selectivity in the...

Dive into the effects of central bank balance sheet normalization on financial markets, government bond yields, and the evolving investment landscape....

Understanding the debate over the potential benefits and risks of Central Bank Digital Currencies.

Despite many similarities between the inflationary period in the 1970s and in the 2020s, the two scenarios are not identical.

India's macro fundamentals are well positioned for a multi-year improvement in output and earnings, creating new opportunities for global investors.

Cryptocurrencies have had a good start to 2023.The asset class is still in its infancy and prone to extreme volatility, but the real challenge is that...