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Economics for Asset Managers

Actionable, timely intelligence to sharpen your investment decisions.

Latest Reports

Explore our latest reports to navigate the complexities of today’s economic landscape and gain a thorough understanding of how the macrocycle influences investment returns.

Why tariffs won’t strangle consumer spending

We think the damage from US tariffs on Eurozone consumer spending will be relatively mild. This is crucial for the Eurozone economic outlook, as the gradual rebound in private consumption is the only growth engine at present.

Eurozone’s bund yields and the term premium to remain elevated

We expect 10-year bund yields to increase towards 2.8% by late 2026, as the term premium remains around 1.1% and the risk-neutral yield climbs above 1.7% over the next few quarters.

Can Saudi Arabia’s Non-Oil Momentum Drive Regional Growth?

Saudi Arabia’s Q1 GDP was revised upward to 3.4% year-on-year, driven by a robust 4.9% expansion in the non-oil sector.

The end of dollar dominance? Not so fast

We believe the recent sell-off in the dollar and US assets stems from cyclical pressures linked to tariffs and market positioning, rather than doubts over its role as the global reserve currency.

US-China relations improve, yet industrial recession remains likely

For the first time this year, our global industrial production outlook for 2025 has been upgraded. However, we still anticipate an industrial recession in Q2 and Q3.

The Green Leap – Project bankability takes centre stage

The report argues that enhancing project bankability should become a main policy priority as part of climate investment endeavors.

Why Oxford Economics

Changing geopolitical, economic, and business conditions require a new approach to investment and asset management. Investment professionals need a new perspective on key challenges in order to capitalize on emerging opportunities. Oxford Economics offers independent, economics-based solutions that help you cut through the noise and get the necessary insights to outperform today’s market.

Track record

For over 40 years, our forecast model and award-winning team have withstood the test of time. We have helped clients worldwide define macro regimes, validate and inspire investment ideas.

Rigorous modelling

Underpinned by our Global Economic Model, we focus on delivering insights through a robust and analytical approach, going beyond opinions to help our clients achieve desirable results.

Global perspective and local expertise

With a team of over 350 economists and analysts spread across the globe, we possess a unique advantage in understanding local economies and market dynamics from a global perspective.

Unbiased forecasts

Our forecasts and analysis are truly independent, backed by data and our own modelling. Our operational independence ensures we can provide the best analysis without institutional bias.

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Understand and Anticipate Interest Rate Changes with Trusted Oxford Economics Research

Over the past 12 months, the pace of disinflation has proceeded in line with our forecast and the outlook for monetary policy and yields has played out broadly in line with our expectations.

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