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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
May 30, 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
May 15, 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.
![US Election 2024: An early look](/globalassets/images/redesign-images/perspectives/promo-block---thumbnail-284x187/16039---sm_12.jpg)
US Election 2024: An early look
May 03, 2024
An early look at implications of the US Presidential election.
Previous research
![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
May 01, 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 scientific scrutiny of sustainability](/globalassets/images/redesign-images/perspectives/latest-panel-views/alexedmans_250x250px.jpg)
The scientific scrutiny of sustainability
March 11, 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
February 14, 2024
We continue to have a bearish view for Chinese growth over the medium term relative to current market expectations.
![The case for a higher neutral interest rate](/globalassets/images/redesign-images/mobile-versions-of-page-banners-767x420/15925---sm_10.jpg)
The case for a higher neutral interest rate
November 06, 2023
In our view, the level of real interest rates at which central bank policy is neither stimulating or restricting growth has moved upwards.
![Yield-curve inversion – an unreliable recession signal?](/contentassets/c833071dc59f4b86947bc8bd520a7db4/15913---sm_10.jpg)
Yield-curve inversion – an unreliable recession signal?
October 13, 2023
Central banks have suppressed longer-dated bond yields, according to our analysis, undermining the value of an inverted yield curve as a recession signal.