On 6 May, Scotland will hold parliamentary elections that could ramp up the push for a Scottish..

Macro Strategies, Sovereign Research, Election, Geopolitics

We have witnessed central banks implement, reduce and exit quantitative easing (QE) programs to..

Macro Strategies, Sovereign Research, Central Banks

Real rates in the United States have moved sharply higher since the beginning of 2021. The move has..

Macro Strategies, Sovereign Research, Emerging Markets

We believe the global economy could see strong growth in 2021, though the next few months could be..

Macro Strategies, Sovereign Research, Market Outlook, Infographic

China’s recovery from the lows of February has been quicker than I anticipated...

Macro Strategies, Sovereign Research, Emerging Markets

While we expect global growth to slow in the fourth quarter as many countries try to contain..

Macro Strategies, Sovereign Research, Market Outlook, Infographic, COVID-19