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.
15/12/2023 Economy & Markets Macroeconomics, Geopolitics, and Strategy - December 2023 Explore our monthly publication for insights on global economic trends. Anticipate a shift from 3.1% growth in 2023 to a 2.4% pace in 2024, diverging...
11/12/2023 India outperforming in H2 so far Indian stocks seem on track to outperform the US, EM and world equity indexes in H2. In the first week of December, the country’s market capitalisation...
4/12/2023 A November to remember November has been an exceptional month with global 50% bonds and 50% equity allocation posting the second highest monthly performance in 30 years, just...
29/11/2023 Retirement Pension Funds Letter 19 - The twists and turns of responsibl... Inflation pressures may well have fallen as we near the end of 2023, but at times it can seem like they’re the only thing trending in the right direction.
27/11/2023 Recent economic data confirms our outlook Last week business surveys in the Eurozone and macroeconomic data in the US (durable good orders) confirm our soft global economic outlook for 2023. In...
23/11/2023 Global Outlook 2024 Investment Outlook The November Cross Asset issue is a special Outlook edition, featuring our key views as we enter 2024.