Macro Strategy Themes
In-depth analysis of a single current issue that is relevant for investors, and provides high-conviction tactical views, both directional and relative value.
Market growth opportunities and sector forecasts, using Oxford Economics’ forecast data and scenarios to project performance and income generation under different economic and regulatory environments.
Track how changes in tariffs, import/export quotas, and other protectionist measures would impact national economies, industry sectors and even internationally exposed regional economies, such as cities and states.
Establish expertise or authority within the sector, interviewing external stakeholders to develop insights and emerging best practice or disruptive innovations and demonstrate thought leadership.
Understand their global supply chain, geopolitical, and operational risk exposure in markets around the world, through our dedicated risk service, forecast data, and macro and industry scenarios.
Monitor the macroeconomic environment for signs of economic downturn or increased activity that might signal a risk or opportunity.
Demonstrate their economic impact or social value to show the difference their activities make to economic prosperity, job creation and public finances.