Insight Investment

Global Macro Research: reflections on Europe versus the US
  • 1 day ago

Professor Robert J Gordon provides his thoughts on the divergence between US and European growth and challenges the common perception that the US holds a significant advantage over Europe.

Global Macro Research - Global trade in chains part 2
  • 4 days ago

The Second in a series of articles sharing our thoughts on the unfolding global trade war.

Global trade in chains part 2
  • 4 days ago

The Second in a series of articles sharing our thoughts on the unfolding global trade war.

Global Macro Research: A New World Order
  • 8 days ago

The multilateral order is unravelling, with Pax Americana no longer able to sustain itself. This seismic shift carries significant ramifications for investors, fundamentally altering the investment...

Global Macro Research: Global trade in chains part 1
  • 10 days ago

The first in a series of articles sharing our thoughts on the unfolding global trade war.

Global Macro Research: Climate refugees
  • 2 months ago

We seek to understand how global migration could be impacted by climate change

Global Macro Research: Germany – is there any hope for the sick man of Europe?
  • 2 months ago

We consider why the German economy has struggled since the pandemic, and why the February 2025 election presents an opportunity for change.

Le Déluge - The French political trajectory
  • 4 months ago

We provide an update on recent political events in France.

UK fiscal update
  • 4 months ago

We review the UK budget and the implications for growth, inflation and the Bank of England.