Economics for Asset Managers
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Watch nowCross Asset: Sticking with our risk on tilt as the growth outlook improves
We remain modestly risk-on as our above-consensus view on US growth this year still favours risk assets over bonds.
Download reportOur Current Key Calls
Growth: global economy entering a period of subdued growth, but no recession in sight
Interest rates: rates have peaked, but markets are pricing in excessive rate cuts
Inflation: be ready for shocks that will slow the normalization of inflation
Asset allocation: moving to underweight fixed income and boosting EM equities to overweight
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Inflation
Anticipate winners and losers across asset classes in an inflationary environment and analyse the potential policy responses of central banks through our latest analysis.
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Investment Returns
Navigate the complexities of current economic realities, from US monetary tightening to China’s shifting growth model, and gain a deep understanding of how the macrocycle impacts investment returns.
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Business Cycle
Gain insights into the potential depth of the downcycle and project the shape of the next recovery with our macro forecasts and thematic research.
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Understand and Anticipate Interest Rate Changes with Trusted Oxford Economics Research
Over the past 12 months, the pace of disinflation has proceeded in line with our forecast and the outlook for monetary policy and yields has played out broadly in line with our expectations.
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