Our Chief Economist's weekly note, economist interviews, highlights from our research and more
Chief Economist's Note
From deglobalisation to outright fracturing – the global economy’s post-pandemic, post-Ukraine reality
The one-two punch of the pandemic and war in Ukraine has fundamentally shifted the narrative around globalisation. In 2019, the research prepared for our annual ‘Spotlight’ event explained why we...
The Chief Economist's Note
The not-so-good, the bad and the ugly: the outlook for the world’s big three economies
We’ve spent a long time arguing that the global economy faces a more difficult outlook than most expect. The consensus is now moving towards our view as evidence of weakness mounts. But, amid the...