Fundamental forces including demographics, Ai, geopolitics and climate change play a key role in building resilience into long-term CRE investment...
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Research Briefing
With the heighted policy uncertainty and volatility in the bond market, can the US sustain its economic edge in 2025?
Research Briefing
The onset of the Federal Reserve's easing cycle is typically positive for equities so long as the US economy avoids...
Research Briefing
We think equities are underpinned by resilient activity, a broadening EPS recovery, and the prospect of imminent rate cuts.
Research Briefing
The latest revamp of our foreign exchange risk tool (FXRT) demonstrates the enhanced predictive power of selected vulnerability metrics over...
Research Briefing
We expected a bout of SEK weakness following the Riksbank rate cut in the spring, but we think the recent...
The UK election has concluded with Labour securing a landslide victory. This result is likely to set the stage for...
Research Briefing
We upgraded our natural gas price forecasts in the US and Europe due to greater demand from air conditioning over...
Research Briefing
Related Content UK Elections | Beyond the Headlines In this week’s Beyond the Headlines, join Andrew Goodwin, Chief UK Economist,...
The 2024 US Presidential Election is less than seven months away. In this week’s Beyond the Headlines, Bernard Yaros, Lead...
Research Briefing
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Research Briefing
The strength of the US dollar looks likely to continue this year and into 2025 before possibly waning in 2026,...
Research Briefing
Economic decoupling from China is ongoing, but the latest evidence suggests that, especially outside the US, the process is gradual...
Research Briefing
We see signs of an industrial recovery in the eurozone which bodes well for eurozone EPS growth and supports our...
Research Briefing
UK prime minister Rishi Sunak has announced that a general election will take place on July 4. While there are...
Research Briefing
We are cautiously optimistic on the Turkish lira and have recently moved the currency to an overweight in our Emerging...
Research Briefing
Equities are under pressure following this month's stronger-than-expected US inflation print. We see scope for some further weakness in the...
Research Briefing
The strength of the recent gold price rally has defied even our already bullish expectations and we think prices are...
Research Briefing
We modeled two scenarios in which former President Donald Trump returns to the White House and Republicans gain full control...
Research Briefing
The supply-shocks era represented the first time in a generation where inflation significantly eroded the real value of global public...
