Latest Insight

Insight Q3 2020 cover.png
20 Jul 2020  |  

Next moves

The 2020 global recession will be severe but the policy response has been quick and substantial. What can we expect next in economies, policies and politics?… Read more

Latest Inview

Inview cover July 2020.jpg
In this publication we consider significant developments in the world’s markets, and discuss our key convictions and themes for the coming months.… Read more

Latest Outlook

2020 outlook_high res.jpg
20 Dec 2019  |  

2020 Outlook

Each December, we review the Outlook we presented a year earlier. In 2019 our predictions proved… Read more
MFN - Global growth.jpg
Few could have anticipated the spread and impact of the novel… Read more