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Macroeconomics & Risk

  • 24/05/2019
    Modi’s victory: a mandate for further Indian economic reform
    Kunjal Gala
    As Narendra Modi wins a second term, we assess India's economic progress under his leadership and what work remains.
  • 25/04/2019
    European elections in an era of economic and political disruption
    Silvia Dall’Angelo
    The stakes are high for elections to the European Parliament in May.
  • 15/03/2019
    Macro Watch
    Silvia Dall’Angelo
    Fed meeting in focus; May calls a third Brexit vote ahead of EU summit
  • 06/03/2019
    Amplified: Despite a correction, emerging markets are the correct place to be
    Saker Nusseibeh
    In this episode of Amplified Saker Nusseibeh, Chief Executive Officer and Eoin Murray, Head of Investment, discuss why there is more reason to be optimistic about emerging economies than developed.
  • 19/02/2019
    The inflation story: 2019 and beyond
    In this issue of Ahead of the Curve, we assess the prospects for inflation in the US and the eurozone.
  • 15/02/2019
    Despite a correction, emerging markets are the correct place to be
    Saker Nusseibeh
    This year, US and Asian markets have so far bounced back – but that is where the similarity ends.