Our latest macroeconomic insights China Economics Focus China’s push for innovation is not lifting productivity China is mounting a push for global technological leadership by deploying industrial policy on a huge scale. Judging by how competitive many Chinese firms now are at the cutting edge, the effort is... 2nd June 2025 · 25 mins read Equities Update Outperformance of EM equities unlikely to return Most emerging market equities have held up surprisingly well of late, and in fact broadly outperformed global equities. But we think further outperformance is unlikely, especially for commodity... 30th May 2025 · 4 mins read Asset Allocation Update Is US equity exceptionalism back for good? We’re nudging up our forecasts for equities in most non-US developed markets, partly in response to our upwardly revised projections for the S&P 500. But we still think they’ll lag equities in the US... 30th May 2025 · 5 mins read Europe Economics Focus Europe in a changing world Europe is being buffeted by geopolitical and geoeconomic shifts but, like all things in Europe, the subsequent changes are likely to be slow and deliberate. Europe will “derisk” from China in... 30th May 2025 · 23 mins read Pagination Previous … Page 19 Page 20 Page 21 Page 22 Current page 23 Page 24 Page 25 Page 26 Page 27 … Next
China Economics Focus China’s push for innovation is not lifting productivity China is mounting a push for global technological leadership by deploying industrial policy on a huge scale. Judging by how competitive many Chinese firms now are at the cutting edge, the effort is... 2nd June 2025 · 25 mins read
Equities Update Outperformance of EM equities unlikely to return Most emerging market equities have held up surprisingly well of late, and in fact broadly outperformed global equities. But we think further outperformance is unlikely, especially for commodity... 30th May 2025 · 4 mins read
Asset Allocation Update Is US equity exceptionalism back for good? We’re nudging up our forecasts for equities in most non-US developed markets, partly in response to our upwardly revised projections for the S&P 500. But we still think they’ll lag equities in the US... 30th May 2025 · 5 mins read
Europe Economics Focus Europe in a changing world Europe is being buffeted by geopolitical and geoeconomic shifts but, like all things in Europe, the subsequent changes are likely to be slow and deliberate. Europe will “derisk” from China in... 30th May 2025 · 23 mins read
