Investment Institute

Macroeconomics

Macroeconomic Research

Read our latest views on global macroeconomic events and find out what they mean for investors.

Macroeconomic Research

Nearshoring in Mexico: Mirage or the real deal?

by Luis Lopez-Vivas
14 June 2023 (7 min read)

Macroeconomic Research

US debt ceiling impasse: Unnecessary and unavoidable

by David Page
11 May 2023 (5 min read)

Macroeconomic Research

Brazil: Lula 3.0 – Good news for climate and biodiversity?

by Luis Lopez-Vivas
24 April 2023 (5 min read)

Macroeconomic Research

The unequal impact of inflation: How governments are responding

by David Page
27 October 2022 (5 min read)

Viewpoint Chief Economist

Monthly investment strategy: Temperature keeps on rising for central banks

by David Page
19 August 2022 (5 min read)

Macroeconomic Research

Will humble and nimble Fed policy avoid recession

by David Page
20 June 2022 (7 min read)

Macroeconomic Research

Decoding China’s regulatory paradigm shift

by Aidan Yao , Shirley Shen
01 October 2021 (5 min read)

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