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Economics for Asset Managers

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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.

The US labor market is not overheating

Explore insights on the balanced labor market, productivity growth, and the Federal Reserve’s interest rate outlook amidst evolving economic conditions.

The BoJ hiked a policy rate and will end the tapering of JGB purchases in FY2027

The Bank of Japan (BoJ) raised its policy rate from 0.75% to 1% on June 16 despite the uncertainty around the Middle East conflict. The BoJ kept its forward guidance that it will continue interest rate normalization. However, the persistent perception in FX markets that the BoJ is behind the curve will likely continue to put pressure on the central bank to hike the policy rate faster and higher in the coming quarters.

US-Iran agreement isn’t yet a game-changer for the global outlook

The recent US-Iran agreement aims to stabilize oil markets, but uncertainties and regional tensions may slow progress in shipping through the Strait of Hormuz.

US PCE Nowcast – Headline inflation will creep above 4%

Inflation pressures are rising due to energy costs and supply shortages. Discover how these trends may impact the economy and potential rate cuts.

US Tariff Monitor – The new tariff regime begins to take shape

The new tariff regime is shaping trade dynamics, with key countries facing varying rates. Investigations into labour practices may lead to further adjustments.

Global investment growth to stay slow

The global investment growth trend is still weak, with G7 capital spending expected to rise just 2% this year.

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.

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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.

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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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