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Macroeconomics and Risk

  • 19/07/2021
    H2 2021 investment outlook: recovery, risk and the ‘sustainable revolution’
    Eoin Murray
    A number of themes have captured the attention of our investment floor, and our managers have been considering how these are likely to evolve going forward.
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  • 12/07/2021
    Ahead of the Curve, Q2 2021
    Silvia Dall’Angelo
    Silvia Dall’Angelo, Senior Economist, provides a macroeconomic update and delves into three themes.
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  • 02/07/2021
    Economic outlook: Where is ‘normal’? Will we get there?…
    Neil Williams
    By debating the size of their balance sheets, central banks are showing for only the second time since 2008 that they may be worrying about our addiction to QE.
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  • 26/04/2021
    Macro Outlook Webcast: Economic Recovery – as strong as an ox?
    Eoin Murray
    With things turning brighter - for more reasons than one this spring - Eoin and Neil discuss how strong economic recovery will be, whether further stimulus is required, what could go wrong, and where now for policy and markets.
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  • 26/01/2021
    Under Pressure? 5 dynamics shaping the inflation outlook
    Silvia Dall’Angelo
    Silvia Dall'Angelo, Senior Economist, discusses the five dynamics shaping her inflation outlook for 2021.
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  • 21/12/2020
    Sharpe Thinking
    Aoifinn Devitt
    In our year-end edition of Sharpe Thinking, we reflect on the past 12 months and present the key themes to watch in 2021.
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