Research Briefing
The Gulf Cooperation Council (GCC) region will expand less than we initially thought this year, but growth will improve in...
asset management newsletter
Filter content
Type
Topic
Region
Industry
Service
Tag
Region
Displaying 1 to 20 of 49 results
Research Briefing
Emerging market (EM) GDP growth will disappoint next year but EM central banks will reap the dividends of credible policies...
Research Briefing
We think risk assets will underperform in 2024. We map out the implications of our key 2024 global macro themes...
Research Briefing
We forecast no rate cuts by the Fed up to and including the July meeting, while the market prices 72bps....
Research Briefing
After a year of stagnating activity, the eurozone economy will continue to struggle to gain traction in the near term...
Research Briefing
The UK's house price correction has been mild so far and recent data has indicated the market may be more...
Research Briefing
The dollar will continue to be supported by a high carry and the relative resilience of the US economy. Even...
Research Briefing
Global GDP growth and inflation will slow in 2024 and central banks will begin to pivot in H2 – at...
Research Briefing
We expect widespread declines in inflation and interest rates in 2024 across advanced economies. A key differentiator, however, is that...
