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Inflation Economic cycle Macro and market Outlook No Optimizely Fiscal policy Interest rates Monetary policy Geopolitical USA Consumer Article
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2023: The year of disinflation for the US economy

In the coming year, US Macro Strategist Juhi Dhawan expects to see inflation begin to decline, the economy adjust to higher interest rates, and labor markets feel the pain of restrictive Fed policy.

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Juhi Dhawan, PhD

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Article
2023-12-31
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Emerging markets Digital transformation Impact India Impact investing Sustainability Sustainable investing Equity Fintech Consumer discretionary Health care Energy Article
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Local perspectives matter: Grassroots research in emerging markets
During a recent research trip across India, our impact investing team witnessed the rapid pace of change and growth mindset that are expanding the impact opportunity set.
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Article
2023-07-31
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Outlook Inflation Interest rates Commodities Consumer discretionary Energy Industrials Real estate Materials Utilities Americas Innovation Monetary policy Article
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Mid-2022 Inflation Outlook
We explore the current inflation environment's significant impacts on asset markets, anticipated relief in supply-chain pressures, and opportunities in commodities and enduring assets.
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Article
2023-07-31
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Fiscal policy India Emerging markets Equity E-commerce Consumer discretionary Geopolitical Quick Take
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Six reasons India may be on the cusp of a major upcycle
Numerous positive structural and cyclical factors are pointing towards a major economic upcycle in India over the next five to six years, in our view, creating a range of potential investment opportunities. We believe India’s market is supported by an evolving investment universe, powerful demographic trends, increasing urbanisation and rising wealth, export growth, geopolitical tailwinds and a supportive policy regime. These factors are coalescing at a time when the corporate deleveraging cycle of the last few years is coming to an end and a new upcycle in profitability could be beginning.
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Philip Brooks, CFA

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Quick Take
2022-12-30
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Russia ESG Energy Geopolitical Information technology Financials Industrials Real estate Consumer staples Article
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How will war in Ukraine shift the ESG landscape?
Russia’s invasion of Ukraine has turned the spotlight on ESG in new ways. Our ESG Research Team highlights how the crisis may shape their analysis.
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Carolina San Martin, CFA

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Article
2023-03-31
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Opportunities and risks Innovation Macro and market Consumer discretionary Information technology Tech & Innovation Quick Take
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Consumer tech: Buy the dip or bide your time?
We explore the potential opportunities offered by the recent sell-off in the consumer tech sector, highlighting areas like gaming, online dating, and more.
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Brian Barbetta

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Quick Take
2022-08-31
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Macro and market Artificial intelligence (AI) Future Themes Global Industry Research Equity Article Consumer discretionary
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The future of youth: Education, entertainment, and relationships transformed
Through the story of Aisha, a hypothetical future teenager in India, we explore how technological disruption will transform how young people prepare for work through education, their forms of entertainment, and how they develop new relationships.
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Yash Patodia

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Article
2022-08-31
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