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Macroeconomic Research
Read our latest views on global macroeconomic events and find out what they mean for investors.
October Global Macro Monthly & Investment Strategy - Into the bleak, debt winter
- by
- 21 October 2020 (5 min read)
How governments can respond to the COVID-19 debt surge
- by David Page
- 07 October 2020 (3 min read)
Monthly Op-Ed - Focus on the swoosh or the push?
- by Gilles Moëc, Chris Iggo
- 24 September 2020 (10 min read)
September Global Macro Monthly & Investment Strategy - Biden his time
- by
- 24 September 2020 (3 min read)
The world’s factory in COVID-19: Can China secure its supply chain kingdom?
- by
- 18 September 2020 (5 min read)
Preserving “Made in China” in deglobalisation
- by ,
- 02 September 2020 (3 min read)
Fed Monetary Policy review – no FAIT but what we make
- by David Page
- 28 August 2020 (10 min read)
Fixed Income in COVID-19: Adapting to protracted low interest rates
- by ,
- 05 August 2020 (5 min read)
US presidential election preview: You’re fired?
- by David Page,
- 28 July 2020 (5 min read)
Risk Warning
The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested.