Macroeconomic Outlook 2021: 21, It Was A Very Good Year
So said Frank Sinatra, but do our experts agree that 2021 and beyond will be “good years”? In this 2021 outlook we discuss our macroeconomic forecasts for the coming couple of years
Tomorrow: Reinvented is our exclusive webinar series. This webinar series, featuring world-class speakers, addresses a wide range of themes, from COVID-19's impact on the global economy to geopolitics and ESG, while debating how they, and more, could impact you as an investor.
The rise of the digital economy, growing demographic shifts and the changing climate are just some of the forces fundamentally altering how we work and invest today, and how we will live tomorrow.
1230 insights found
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.
Monthly Op-Ed - Dealing with overheating concerns (already)
The Biden plan could close the US output gap by the end of 2021.
Liquidity in a crisis: Comparing the credit market response in 2020 and 2008
The fast and adaptive market response that greeted the coronavirus shock last year showed how much the financial system has improved since the credit market liquidity issues of the global financial c ...
Coronavirus and emerging markets: A three-tier challenge
The path of economic recovery from the coronavirus pandemic will depend on a number of factors but the primary focus right now is the vaccination of the global population.
And now to the ECB (again)
Real long-term interest rates rose in the Euro area last week, following the US reaction to the Biden plan.
Policy support and post-COVID growth expectations have been the key drivers of equity market performance for months.
What investors need to know about the evolving economy
The five themes driving growth within the Evolving Economy
Has a Blue Wave changed our view on duration?
The first week of 2021 has been anything but boring. The Democrats won both Senate races in Georgia, which should allow them to pass a larger fiscal stimulus in the near term as well as pass other me ...
Keynesians vs. Keynesians
The debate between Lawrence Summers and Paul Krugman on the risks stemming from Biden’s fiscal stimulus is all but an obscure academic dispute. The questions they raise are key to the trajectory of l ...