11/06/2024 Economy & Markets Will Productivity turn global growth around? Analysing the causes and effects of the secular decline in productivity growth, and the impact of Artificial Intelligence.
26/05/2023 Investment Views Global Investment Views - June 2023 Bonds (and cash) are back on the radar screen. Read more of our monthly investment views.
10/05/2023 Economy & Markets Macroeconomics, Geopolitics, and Strategy - May 2023 Real, or inflation-adjusted, bond yields are higher than they were before the pandemic, but are likely to return to pre-Covid levels in the medium term,...
10/05/2023 Economy & Markets Our key takeaways from IMF’s Spring meetings Investor sentiment is downbeat, but not overly bearish. With tightening credit conditions, our US growth outlook is lower compared to the IMF’s, while...
10/05/2023 Cross Asset Research Cross Asset Investment Strategy - May 2023 Cyclical risks persist, as the odds of a US recession are on the rise, but they are not completely priced in by markets.