Home › Economics for Asset Managers

Economics for Asset Managers

Actionable, timely intelligence to sharpen your investment decisions.

Request a free trial

Latest Reports

Explore our latest reports to navigate the complexities of today’s economic landscape and gain a thorough understanding of how the macrocycle influences investment returns.

Better-than-expected inflation figures ease pressure on RBA in Australia

RESEARCH BRIEFING Better-than-expected inflation figures ease pressure on RBA in Australia

US PCE nowcast – Past the oil-shock peak

Headline PCE inflation is projected to decelerate to 3.7% year-on-year in June, following a peak of over 4% in May. This decline is primarily driven by lower energy prices, which have a smaller weight in the PCE index compared to the CPI.

Slowing net US migration hasn’t tightened labor markets yet

Explore how recent immigration crackdowns are affecting labor markets and job openings in key industries, with insights on future trends.

Warsh’s preferred US inflation measure needs a trim

Inflation dynamics are shifting, prompting a reassessment of key measures. Explore the latest insights on inflation trends and the Fed’s approach.

Easing in Eurozone food inflation will only be temporary

Food inflation in the Eurozone is projected to remain stable in the near term, but rising commodity prices and climate issues may drive increases ahead.

What to watch for the US economy in H2 2026

Explore the shifting economic landscape, with insights on inflation, GDP growth, and the impact of AI investment on productivity and spending.

Why Oxford Economics

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.

Contact us

If you would like to find out more about our solutions for asset management, please fill in the form and let us know a bit more about you and what you’re looking for. A member of the team will be in touch with you as soon as possible.

By submitting this form you agree to be contacted by Oxford Economics about its products and services. We will never share your details with third parties, and you can unsubscribe at any time.

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.

Learn More