Oxford Economics set the stage for the year ahead, at our second Global Economic Outlook Conference, in London on Wednesday,...
Global asset allocation
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Research Briefing
Based on our analysis, most investors are likely to allocate heavily towards industrial and away from offices over the next...
Oxford Economics set the stage for the year ahead, at our inaugural Global Economic Outlook Conference, in London on Wednesday,...
Research Briefing
We think US high-yield spreads will trade at or below 400 bps throughout this year. Upward revisions to our US...
Research Briefing
Our risk sentiment indicator is now in extreme optimism territory and suggests that equities may be at risk of a...
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 see the recent increase in term premia as explainable by the ongoing retreat of price insensitive foreign buyers, structurally...
Research Briefing
Our cross asset framework is based on five proprietary indicators (economic cycle, credit impulse, financial stress, relative valuation, and sentiment)...
