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    Global Macro Research:  reflections on Europe versus the US

    Global Macro Research: reflections on Europe versus the US

    17 April 2025

    Professor Robert J Gordon provides his thoughts on the divergence between US and European growth and challenges the common perception that the US holds a significant advantage over Europe.

    Global Macro Research - Global trade in chains part 2

    Global Macro Research - Global trade in chains part 2

    14 April 2025

    The Second in a series of articles sharing our thoughts on the unfolding global trade war.

    Global Macro Research: A New World Order

    Global Macro Research: A New World Order

    10 April 2025

    The multilateral order is unravelling, with Pax Americana no longer able to sustain itself. This seismic shift carries significant ramifications for investors, fundamentally altering the investment landscape in which they operate.

    Previous research

    Global Macro Research: Global trade in chains part 1

    Global Macro Research: Global trade in chains part 1

    08 April 2025

    The first in a series of articles sharing our thoughts on the unfolding global trade war.

    Global Macro Research: Climate refugees

    Global Macro Research: Climate refugees

    06 February 2025

    We seek to understand how global migration could be impacted by climate change

    Global Macro Research: Germany – is there any hope for the sick man of Europe?

    Global Macro Research: Germany – is there any hope for the sick man of Europe?

    23 January 2025

    We consider why the German economy has struggled since the pandemic, and why the February 2025 election presents an opportunity for change.

    Le Déluge - The French political trajectory

    Le Déluge - The French political trajectory

    10 December 2024

    We provide an update on recent political events in France.

    UK fiscal update

    UK fiscal update

    10 December 2024

    We review the UK budget and the implications for growth, inflation and the Bank of England.

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      Global macro research: Editorial committee

      Global macro research: Editorial committee

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