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Research & Investment Strategy

UK Budget: Next steps, not complete vision

David Page, Head of Macro Research, comments on the UK Budget and outlook for medium-term public finances.

Research & Investment Strategy

February Global Macro Monthly & Investment Strategy - Vaccine and stimulus: too much of a good thing?

The virus is fading from a year-end resurgence in most areas of the globe.

Research & Investment Strategy

Monthly Op-Ed - Dealing with overheating concerns (already)

The Biden plan could close the US output gap by the end of 2021.

Research & Investment Strategy

Entering the world's second largest bond market

China’s bond market reached $17 trillion in Q3-2020, making it the world’s second largest market after the US.

Research & Investment Strategy

January Global Macro Monthly & Investment Strategy - The Vs to shape recovery – Vaccine Vs Virus

The balance of restrictions and virus spread has been disrupted by more contagious new virus variants.

Research & Investment Strategy

Monthly Op-Ed - Central bankers never get to rest

Challenges around the virus and vaccine path continue to argue for supportive central banks.

Research & Investment Strategy

How can President Biden tackle Climate Change?

The challenges Biden will face in reducing greenhouse gas emissions

Research & Investment Strategy

RCEP: Integrating Asia beyond trade

Gauging the impacts of creating the world’s largest trading bloc

Research & Investment Strategy

December Global Macro Monthly & Investment Strategy - Covid 19: It’s behind you… Oh no it isn’t