Make informed investment decisions with our expert opinion and research.
Asia opportunities amid global slow-growth environment
Asia holds significant potential for long-term investors and the region is expected to outperform the US once the Fed starts cutting rates. Here’s why…
Conversations on conversions: Melbourne’s build-to-rent market
With a growing population and a lack of housing, Melbourne needs an action plan. Read more about our views.
China: Will the dragon roar in 2024?
As the dragon takes centre stage this Spring Festival, investors will be hoping that its associated good fortunes will translate into better returns. We discuss here what the new year could have in store for China.
Sustainability Inspires: reshaping real estate assets to revitalise communities
The positive social impact of real estate investments on society
Fixed income: FOMO and the FOMC
Consensus states the next move in interest rates will be down. But when? And by how much? We share our views.
The value of short-dated credit under various scenarios
‘Soft landing’, ‘hard landing’ or interest rates ‘higher-for-longer': which do we think is most likely and what could it mean for short-dated credit?
Israel-Hamas conflict: four potential geo-military scenarios
An Israeli ground invasion of Gaza is the baseline scenario and seemingly all but assured at this stage. There are escalatory scenarios involving a broader conflict with Hezbollah and even Iran. The macro transmission channels are via geopolitical risk premia and energy prices. Global economic impacts would increase if Middle East oil supplies, especially via the Strait of Hormuz, were threatened.
The monthly macro outlook video – September 2023
Paul Diggle, Chief Economist, looks at two current key questions: Is the US pulling off a soft landing? And how much trouble is the Chinese economy in?
Macro Bytes: What did the Bank of England get wrong? - with Michael Saunders
Paul and Luke speak to Michael Saunders, former external member of the Bank of England’s Monetary Policy Committee
Canadian outlook: stronger growth, stickier inflation
Resilient Canadian consumers will keep growth stronger, inflation stickier, and policy tighter in the coming months. But the central bank’s hiking cycle should eventually tip the economy into recession by the turn of the year.
Global Economic Outlook: Recession, Interrupted
Wage growth, robust service sectors, and stubborn underlying inflation mean that central banks are not done raising interest rates. But markets are overlooking the scale of the rate cuts that will follow. Read on to find out more…
Macro Bytes: Chip Wars - The geopolitics of microchips - with Chris Miller
Podcast with Chris Miller author of Chip Wars on the fight for the world’s most critical technology semiconductors.
Demographics: how population changes will reshape global growth
Bob Gilhooly and Michael Langham assess the effects of population change on economic growth in the coming decades, and map out the implications for investors.