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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.
Gauging Labour’s economic policy
23 May 2024
We examine the potential economic policy of an incoming Labour government and the challenges that would face whichever party wins.
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.
Previous research
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
07 May 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 May 2024
An early look at implications of the US Presidential election.
The AI awakening: Productivity and the future of work
01 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
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.
