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Research & Investment Strategy

The world’s factory in COVID-19: Can China secure its supply chain kingdom?

The Chinese economy has faced dramatic challenges over the past two years. The US/China trade war and the COVID-19 pandemic have delivered short-term shocks and left lingering long-term questions una ...

Research & Investment Strategy

Preserving “Made in China” in deglobalisation

Locking in supply chains requires continued reforms and opening up

Research & Investment Strategy

US presidential election preview: You’re fired?

Outlook for the 2020 vote, and the potential economic and market consequences

Research & Investment Strategy

July Investment Strategy - And after the summer?

Europe has been enjoying a rare moment of outperformance recently.

Research & Investment Strategy

Natural language processing – a new tool to decode the Fed

What is natural language processing, and how can we use it to analyse FOMC minutes and the Beige Book?

Research & Investment Strategy

COVID-19 update: A disinflationary shock - Part 2

Longer-term inflation drivers: Government debt financing and institutional change

Research & Investment Strategy

COVID-19 update: A disinflationary shock - Part 1

Sifting through the inflation debate: Price dispersal, complexities and a system-wide approach

Research & Investment Strategy

Covid-19 Update – Judging international stimulus policy reactions to the Covid 19 shock

Research & Investment Strategy

June investment strategy - The virus has not gone away

A genuine gap is emerging between the US and Europe on the pandemic front