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![The resurgence of Southern Europe](/globalassets/images/redesign-images/mobile-versions-of-page-banners-767x420/16085_sm_10.jpg)
The resurgence of Southern Europe
30 May 2024
We believe the economic outperformance of Southern European countries relative to countries such as Germany should continue for some years to come.
![New World Disorder](/globalassets/images/redesign-images/mobile-versions-of-page-banners-767x420/16059_gmr---sm_10.jpg)
New World Disorder
15 May 2024
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](/globalassets/images/redesign-images/mobile-versions-of-page-banners-767x420/16042_claire_perry_250x250px.jpg)
The Politics of ESG
7 May 2024
Sustainability is often viewed as extraneous to a business. However, managing the impact of externalities is a precondition for any business.
Archive
![US Election 2024: An early look](/globalassets/images/redesign-images/perspectives/promo-block-404x265/16039---sm_10.jpg)
US Election 2024: An early look
3 May 2024
An early look at implications of the US Presidential election.
![The AI awakening: Productivity and the future of work](/globalassets/images/redesign-images/perspectives/promo-block---thumbnail-284x187/erik_brynjolfsson_250x250px.jpg)
The AI awakening: Productivity and the future of work
1 May 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](/globalassets/images/redesign-images/perspectives/promo-block-404x265/16020---sm_11.jpg)
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.
![The scientific scrutiny of sustainability](/globalassets/images/redesign-images/perspectives/latest-panel-views/alexedmans_250x250px.jpg)
The scientific scrutiny of sustainability
11 March 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.
![China: potential growth – lower for longer](/globalassets/images/redesign-images/perspectives/promo-block-404x265/15994---sm_11.jpg)
China: potential growth – lower for longer
14 February 2024
We continue to have a bearish view for Chinese growth over the medium term relative to current market expectations.