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Research & Investment Strategy

Europe’s path to net zero

Deciphering Europe’s ambitions, actions and ability to reach net zero

Research & Investment Strategy

China: Financing the Green transformation

How green bonds can drive Beijing’s sustainability ambition

Research & Investment Strategy

The inflation outlook: What’s changed?

US stimulus makes a sustainable, gradual inflation rise more likely

Research & Investment Strategy

April Global Macro Monthly - Inflation to rise, but how fast and for how long?

Virus and vaccines continue to drive growth outlooks. China saw a slower first quarter, but we raise our annual outlook.

Research & Investment Strategy

April Op-Ed - The return of inflation is a US story

Inflation expectations in the US non-financial sectors continue to rise. However, we think a post-covid inflation regime change is not obvious, and if it materialised would remain limited to the US

Research & Investment Strategy

Bank of Japan: Assessing the outcome of its strategic review

The Bank of Japan kept the status quo at its March monetary policy meeting but the market’s attention was on its policy review

Research & Investment Strategy

China: Decarbonizing the economy

Gauging the economic impact of China’s transition to ‘net zero’

Research & Investment Strategy

Global Imbalances Redux ?

We don’t think Europe can easily emulate the US and engage in a massive fiscal stimulus. More emerging countries are hitting the limits of their policy space.

Research & Investment Strategy

March Global Macro Monthly - The great rate debate

Growth rebounds remain virus and vaccine dependent. The outlook is solid in US and good in the UK