Research Briefing
We do not believe the moderate recession forecast this winter and the deepening housing correction completely undermines the medium-term case...
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Research Briefing
The government's levelling up ambition has probably been made more, not less, difficult by the new "Plan for Growth". Policies...
Consulting Report
This study examines whether silver should be viewed as a distinct asset class that warrants a strategic investment allocation within...
Research Briefing
The post-pandemic recovery in business investment in Japan is lagging other GDP contributors. But we expect the pent-up demand accumulated...
The recent surge in inflation across the world—especially in European economies—has accelerated the hunt for assets perceived to yield inflation-protected...
Why long-term partnership agreements will be essential to attract private capital into the global bus market as the world emerges...
Although Covid-19 left many companies focusing on short-term survival rather than long-term innovation, some firms responded to the pandemic by...
Consulting Report
The Digital Investment Index reveals companies are doubling down on tech investments but struggle to clearly define their digital strategy.
Research Briefing
We expect important changes to the EU’s fiscal governance framework, but no paradigm shift. Specifically, green and digital public investments...
Research Briefing
We remain sceptical that Draghi’s reform agenda will be fully delivered and consider a long-term improvement in Italy’s economic prospects...
Not a day goes by without a fresh headline about the mix of supply-chain bottlenecks that continues to disrupt industrial...
Research Briefing
Our new monthly Asia Pacific Recovery Tracker shows overall momentum stalling in recent months amid the Delta-driven surge in Covid...
Research Briefing
Inflation has been elevated in many Asian economies for several months now. Indeed, the Bank of Korea and the Monetary...
Research Briefing
We believe prospects for FDI inflows into APAC over the medium term remain strong, even though pandemic-driven supply disruptions and...
Research Briefing
The sudden recent wave of regulatory tightening hitting China’s internet companies has shaken investor confidence. Markets were badly prepared; they...
Research Briefing
There have been long, multi-year cycles in the US dollar over the last 50 years, often linked to divergent monetary...
Research Briefing
China is a significant net creditor to the rest of the world. At the end of 2020, its foreign assets...
As John Templeton once said, the four most dangerous words in investing are “this time it’s different.” This notion seems...
EY and Oxford Economics surveyed 1,050 CFOs or their equivalents to better understand how businesses are addressing market changes -...
An assessment of the value of the economic relationship between the US and China, including an analysis of the costs...
