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The Weekly Brief

15 July 2019

This year, central banks have become more dovish and consequently bond yields have fallen.

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The macroeconomics of climate risk: How global warming could impact economic growth

27 June 2019

Traditional macroeconomic models run the risk of overstating potential global growth by not adequately accounting for natural resource constraints and climate change.

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How to hedge against a downturn

20 May 2019

This is close to being the longest economic expansion on record. Nobody knows exactly when it will end, so it’s worth considering what investments could rise in value when equities and other risk assets fall during the next downturn.

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