Global Asset Manager Service
From macro to markets. A disciplined framework for asset allocation decisions.
Overview
Asset managers and investors operate in a complex global environment. Maximising returns depends not only on understanding what is priced into markets, but also on anticipating how macroeconomic and policy developments could reshape asset returns, risk premia, and market leadership.
Our Global Asset Manager Service combines the forecasts and insights derived from our Global Economic Model with independent multi-asset strategy, helping challenge prevailing assumptions and translate macro signals into both tactical positioning and long-term asset allocation.
What’s included?
Our service brings together Oxford Economics’ macroeconomic forecasts, multi-asset strategy, and data tools in a single framework, supporting both tactical positioning and long-term asset allocation across global markets.
Our Total Portfolio Approach (TPA) looks through beyond asset classes to the underlying risk factors that drive performance. This helps strengthen assessment of portfolio risks and build more resilient allocation strategies across market cycles.
- Country Economic Forecasts: Monthly analysis covering 200 economies, built on proprietary modelling framework.
- Research Briefings: Thematic and event-driven analysis of key issues such as cyclical/structural economic factors, policy changes, economics shifts, geopolitical events, and emerging risks.
- Weekly Briefings: Concise and timely updates on the key economic developments, data releases, and the week ahead.
- Data Insights: Rapid analysis of major economic data releases and their implications for the economic and policy outlooks.
- Chartbooks: Clear visual summaries of macro trends across regions and major economies.
- Databank: Access detailed historical data and forecasts to 2060 across 87 countries. Available via platform, Excel plug-in, and API.
- World Economic Prospects Dashboard: Visualise key macroeconomic indicators and benchmark regional and country outlook in just a few clicks.
- Scenario and risk analysis: For clients with access to our Global Economic Model or Global Scenarios Service, our capabilities extend to model-driven assessments of policy changes, market shocks, and alternative economic paths.
- Global Asset Allocation: Monthly asset allocation views across equities, fixed income, credit, and FX, looking ahead six to 12 months.
- Macro Strategy Themes: In-depth analysis of a single current issue, providing high-conviction tactical views across both directional and relative value opportunities.
- Strategic Asset Allocation: Quarterly, scenario-
- Interact with over 450 economists and macro strategists to discuss our forecasts/analysis or answer any of your questions.
- Access to events, webinars, and roundtables to discuss key developments shaping markets and asset management strategies.
Why Oxford Economics?
Independent investment insights
Our asset allocation views are produced independently and free from sell-side incentives or commercial pressures. This allows us to challenge consensus positioning and provide objective assessments of risks and opportunities across asset classes and markets.
40 years of macroeconomic forecasting, tested in real cycles
Our forecasts and analysis have been stress-tested through every major macro regime of the past four decades, giving you a durable analytical anchor rather than a reactive commentary service.
Disciplined macro-to-market framework
Our strategy views are grounded in Oxford Economics’ Global Economic Model, which captures how economies interact through trade, policy, inflation, and financial conditions. This disciplined approach ensures our investment views are driven by a coherent analytical framework rather than individual opinions.
Global perspective and local expertise
Our team of more than 450 economists and analysts combines global consistency with deep regional expertise, ensuring investment analysis reflects both global macroeconomic forces and local market dynamics.
Benefits
- Find the ‘sweet spot’ to unlock alpha. Combining our short-term views with our long-term expected returns, we generate high-conviction calls to assist you in finding the sweet spots between tactical and strategic asset allocation approaches.
- Identify inflection points in the macroeconomic cycle, including shifts in growth momentum, monetary policy, inflation, and trade, before they become consensus.
- Sharpen investment committee narratives and client communications with credible, independent economic analysis that carries the authority of over four decades of forecasting expertise.
- Challenge consensus with an independent view. Access macro and market analysis free from sell-side incentives or positioning, to validate or challenge internal views.
Latest analysis
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