Investment strategy: The case for non-US assets
The roll-out of Covid-19 vaccines and the recent Democrat victories in Georgia have helped drive a further rotation into non-US assets. We examine the factors that could help turn this recent reversal into a multi-year story.
Gaurav Saroliya | Director of Global Macro Strategy
Gaurav Saroliya is Director of Global Macro Strategy. He is responsible for our overall asset price views and for developing and delivering our investment strategy product offering. His focus is on providing thematic-research based actionable investment advice for investment managers. But his analytics are relevant for corporate Treasurers too insofar as they generate actionable dynamic hedging advice for cash-flow exposures.
Daniel joined Oxford Economics in June 2019. He is an equity strategist, responsible for developing our equity views across countries, sectors and investment styles. Daniel joined Oxford Economics from HSBC, where he spent a decade working within their global equity strategy team, in both London and Hong Kong, and was most recently the lead of their European strategy product. Daniel has a Bsc in Economics from the University of Bath.
Global Scenarios: Inflation Victory?
This webinar examines the key insights from our latest Global Scenarios Service. We examine the possibility that central banks signal victory in the battle against inflation and sharply cut policy rates this year, the risk to the global economy from ongoing shipping disruption in the Red Sea, and the latest findings from our regular Global Risk Surveys.Find Out More
Asia’s medium term growth outlook and its implications for major cities
Over the next five years, economic growth across Asia is likely to diverge especially with two of the giants moving in opposite directions; China slowing and India starting to realise its potential. This has implications for how the cities in these two countries are likely to expand. Major cities in southeast Asia area expected to perform relatively well but there are contrasting fortunes elsewhere. For example, in advanced Asia, the major cities of Australia should exhibit an impressive rate of jobs growth. Our expectations for the likes of Melbourne and Perth contrasts starkly with major East Asian cities in Japan and South Korea, where the pressures of ageing populations is dragging on the potential for growth in output and jobs. We present both a top-down medium-term macro outlook and tie that to how major cities in Asia are likely to develop over the next 5 years.Find Out More