New World Disorder

At a time of heightened geopolitical risk, the world’s leading superpower will be heading to the polls to choose a new president. It is hard to remember a time of greater division, and the two candidates will have very different approaches to the world’s problems.

The Politics of ESG

Sustainability is often viewed as extraneous to a business. However, managing the impact of externalities is a precondition for any business.

US Election 2024: An early look

An early look at implications of the US Presidential election.

The AI awakening: Productivity and the future of work

Erik Brynjolfsson, one of the most-cited authors on the economics of information, examines the potential effects that artificial intelligence may produce on economies, living standards and society.

The unexpected resilience of global housing markets

19 March 2024

Global housing markets have held up better than expected through the rate hiking cycle. We think this strength could mean a slower rate cutting cycle than markets expect.