Research Briefing
We are cautiously optimistic on the Turkish lira and have recently moved the currency to an overweight in our Emerging...
Asset Management
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Displaying 1 to 20 of 94 results
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...
The 2024 US Presidential Election is less than seven months away. In this week’s Beyond the Headlines, Bernard Yaros, Lead...
Research Briefing
The strength of the recent gold price rally has defied even our already bullish expectations and we think prices are...
The supply-shocks era (2020-23) represented the first time in a generation where inflation significantly eroded the real value of global...
Research Briefing
The supply-shocks era represented the first time in a generation where inflation significantly eroded the real value of global public...
We think low quality stocks will be the key beneficiaries of our soft-landing view. In this week’s Beyond the Headlines,...
Research Briefing
The West's major central banks are well into their quantitative tightening programmes, reducing their combined balance sheet by $5.1 trillion....
Research Briefing
We think lower quality stocks such as small caps will be the key beneficiaries of our soft-landing view. These stocks...
Brochure
Updated on a weekly basis, Oxford Economics' Proprietary Data Service is your gateway to a wealth of high-frequency indicators, sophisticated...
Oxford Economics is excited to enrich its suite of asset management solutions with the introduction of the Proprietary Data Service.
With a team of award-winning economists and proprietary forecasting models, Oxford Economics has been analysing and writing extensively about these...
Using alternative and proprietary data, Oxford Economics have developed a unique Multi-Factor Bond Scorecard to help Asset Managers identify more...
The Magnificent Seven are propelling US equity indices to unprecedented concentrations. The question is: Will the megacap dominance persist?
Research Briefing
We remain steadfast on our long-standing heavy overweight in New Zealand government bonds within our global DM fixed income allocations.
We see the current conjuncture as representing a sweet spot for emerging market assets as disinflation is secure, activity is...
Research Briefing
Emerging market (EM) central banks' credibility to restrain inflation over the medium-term horizon remains intact despite the tests it's been...
Our Cross Asset framework has improved in January and now signals an overweight stance on risk assets vs safe assets....
We remain modestly risk-on as our above-consensus view on US growth this year still favours risk assets over bonds.
Research Briefing
History suggests that presidential elections are not a significant driver of asset returns. That is, asset returns around elections are,...
