PAM Private markets

PAM Private Markets Leaders Forum 2026

Oxford Economics is a leading provider of independent, economics-based solutions, combining market-leading macro insight with rigorous, transparent analysis to help you cut through the noise and improve investment decisions that outperform today’s market.

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Global: Is Warsh right? How and why central banks should communicate

Federal Reserve Chair Kevin Warsh’s critique of the Fed’s communication strategy raises important considerations about its effectiveness.

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Global: Applying Occam’s razor to rising long-term interest rates

Long-term interest rates have been on the rise, primarily due to market expectations of a more hawkish stance from central banks, influenced by geopolitical tensions and supply shocks.

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Self-sufficiency or fatigue – scenarios to bookend our European defence spending outlook

The EU’s defence spending ramp-up carries real consequences for growth, fiscal positions and borrowing costs.

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Global: Three cycles shaping global growth

AI investment boom, an incomplete financial cycle, and a downturn in global property markets, particularly in China.

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Bond Hysteria & Opportunities

Hysteria over the U.S. Treasury market has been building for some time. Rising bond yields are being portrayed as evidence that America’s fiscal position is becoming unsustainable

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Global Multi-Asset Allocation: Stay Overweight Equities Following Excessive Derisking

Our global Multi-Asset Framework signals a risk-on stance this month.

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Shifting Sands: Iran, The Mecca Agreement, And OPEC’s New Disorder

The Iran conflict will likely keep escalating through November, and higher energy prices are likely. Oil prices may also determine who escalates.

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Global: This week in economics – When the facts change

The developments in the Middle East over the past week, including disruptions to oil exports through the Red Sea, have caused global oil prices to rise, shifting the balance of risks.

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PAM Private Markets Leaders Forum 2026

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