Our macro-economic research looks to filter out the daily noise to reveal the underlying trends and challenge the consensus forecasts by digging deeper. Just as important, we aim not to be swayed unduly by topics that are dominating current market debate.
TAKING SOLACE FROM THE LONGER OUTLOOK
Every year we review the data that drive capital markets – current valuation measures, historical risk premia, economic growth and inflation prospects.
Global Macro Editions
China’s century? The economic giant’s next act
Emerging markets come of age
An Update on our ESG Scores
2019 Global Macro Outlook
Environmental, Social and Governance Factors in Global Macro Investing
The Fed’s Long Unwinding Road
Inflation: Dead, or Just Forgotten?
Emerging Markets: Mapping the Opportunities