Economics for Asset Managers

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Cross 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.

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Our Current Key Calls

Growth: Global economy entering a period of subdued growth, but no recession in sight.

Interest rates: Rates have peaked, but the speed of policy normalization will differ.

Inflation: Be ready for shocks that will slow the normalization of inflation.

Asset allocation: We remain underweight fixed income and still see a strong dollar.


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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Asset Management Solutions

Changing geopolitical, economic, and business conditions require a new approach to investment and asset management. Investment professionals need a new perspective on key challenges in order to capitalize on emerging opportunities. Oxford Economics offers independent, economics-based solutions that help you cut through the noise and get the necessary insights to outperform today’s market.

Track record

For over 40 years, our forecast model and award-winning team have withstood the test of time. We have helped clients worldwide define macro regimes, validate and inspire investment ideas.

Rigorous modelling

Underpinned by our Global Economic Model, we focus on delivering insights through a robust and analytical approach, going beyond opinions to help our clients achieve desirable results.

Global perspective and local expertise

With a team of over 350 economists and analysts spread across the globe, we possess a unique advantage in understanding local economies and market dynamics from a global perspective.

Unbiased forecasts

Our forecasts and analysis are truly independent, backed by data and our own modelling. Our operational independence ensures we can provide the best analysis without institutional bias.

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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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