As confidence of the US’ role as the anchor of the international order weakens, our long-term Global Rebalance scenario explores...
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Despite an environment of rising protectionism and political volatility, the global economy has proved remarkably resilient.
Today, Asia sits second in global data centre market share, behind North America, and the growth in capacity is set...
As heads of state at the World Economic Forum in Davos last Tuesday focused on geopolitics, business leaders at the...
Japan is famous for its bullet trains, robots, and precision manufacturing, but step into many offices and you’ll find paper...
Gulf cities are betting big on AI. With billions of dollars in planned investment and megawatts of capacity in the...
A 10% blanket tariff rising to 25% in June, coupled with tit-for-tat retaliation, would cause EU manufacturing value-added output to...
In this blog, we examine the economic consequences of a 1-in-200-year flood event in London and across the UK.
The boom in data centres in the UK is set to fuel a strong demand for energy. We recently forecast...
In this blog, we discuss the implications of the US–Venezuela conflict for both countries’ economies, as well as for global...
As AI accelerates and global tech companies commit billions to new cloud and data-centre projects in the UK, the country...
The UK is experiencing a remarkable growth in its digital infrastructure. Data centres—the facilities that house the servers and computing...
Australia’s infrastructure landscape is shifting fast, driven by new investment trends, emerging asset classes and growing capacity constraints. This outlook...
I am both honoured and energised to step into the role of Chief Executive Officer at Oxford Economics. Having spent the last...
Some very smart people are betting that machines shaped like humans will do much of our household and factory work...
COP 30’s agenda had placed a strong emphasis on countries’ implementation of their emissions reduction target and, for the first...
US exceptionalism will continue in 2026—but so will the vulnerabilities beneath the surface.
We expect steady but unexceptional global GDP growth in 2026, with more interesting developments beneath the surface.
EMDEs are projected to account for 70% of global CO₂ emissions by 2050, making accelerated emissions reductions in these economies...
An epic burst of capex from the tech sector to build AI and related infrastructure has driven a pick-up in...
