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

A fragmented Net Zero path, demographic shifts and AI adoption will reshape global growth, impacting productivity and inflation paths through to 2050.

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

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.

The current landscape presents an opportune moment to reconsider the role of Emerging Markets Debt in portfolio allocation, with high nominal yields and...

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

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

Understanding how the misallocation of capital in the last macro-financial regime laid the foundations for the prospect of stagflation today.

Our analysis suggests that narratives complement traditional macro variables when it comes to explaining financial market behaviour.

The Covid-19 crisis is exceptional in many ways. It is the most serious health crisis since the Spanish flu a century ago. This crisis resulted in an...