Group Research


Is a soft landing in global growth still possible for 2023?

There is no doubt that the overall current global macro environment is challenging. 2022 was a particularly arduous  year for...

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Global macro challenges dominated the economic environment in 2022

This closing year started on a positive note for the global economy. Market sentiment was exuberant as the recovery from...

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Volatile oil prices are expected to remain elevated

Oil markets have been experiencing unprecedented bouts of volatility and dislocation since the pandemic started in early 2020. In fact,...

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China’s cyclical recovery to be delayed by new wave of Covid-19 cases

China remains a major source of uncertainty for the global growth outlook. After a collapse in demand and activity in...

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What drives divergent EM inflation?

Elevated inflation has been a dominant topic throughout this year. Across countries, inflation has been driven by both demand and...

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