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Global Macro Research Hub
Aktuelle Ansichten
The resurgence of Southern Europe
30. Mai 2024
We believe the economic outperformance of Southern European countries relative to countries such as Germany should continue for some years to come.
Gauging Labour’s economic policy
23. Mai 2024
We examine the potential economic policy of an incoming Labour government and the challenges that would face whichever party wins.
Weitere Inhalte
The Politics of ESG
07. Mai 2024
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
03. Mai 2024
An early look at implications of the US Presidential election.
The AI awakening: Productivity and the future of work
01. Mai 2024
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. März 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.
The scientific scrutiny of sustainability
11. März 2024
Alex Edmans, Professor of Finance at London Business School, explains how confirmation bias can be a challenge when it comes to sustainability and investment.
