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The Direction of the Global Economy

  • ,  Senior Investment Writer |
  • 14 Dec 2022
economic direction

Crucial insights into what's next for key economies

As we approach a new year, looking back at what has helped and hindered the global economy in 2022 can help investors understand the direction of key regions. Inflation, geopolitics and healthcare policies are some of the risks on the agenda of every allocator. Our hand-picked content may help with answering: "what's next for the global economy?"

Battening Down the Hatches: China’s Path Ahead (PGIM Fixed Income)

China is entering a new era, and the whole world is watching what the biggest Asian economy does next. It may have substantial implications for global growth.

The New Engines of Growth (Baillie Gifford)

Investors looking for growth opportunities should switch their focus from "what is expanding" to "what is changing". New growth drivers are developing as the world transitions.

How Wary Should We Be About Higher Wage Growth? (NN Investment Partners)

Inflation is the new primary evil for the global economy: anything that may push general prices up is being looked at, including the direction of wage growth.

Stalling Growth and Timing Policy Pivots (Franklin Templeton Investments)

For compliance reasons, this paper is only accessible in the EMEA region

Aggressive tightening of monetary policy, in an attempt to fight off inflation, is now a rising threat to economic growth across key geographies.

Falling Leaves, Rising Taxes: Is It a Cold Forecast For The UK? (LGIM)

For compliance reasons, this paper is NOT accessible in the United States and Canada

The outlook for the UK economy remains grim. However, the long-term path for the country's growth may not decided by recent events.

Understanding US inflation in the Covid Era (VoxEU)

Where inflation in the U.S. came from remains a much-debated topic. This paper looks at the U.S. economy during the Covid-19 years to try and settle the debate.

Assessing Asia’s Macroeconomic Sustainability (Lombard Odier IM)

For compliance reasons, this paper is only accessible in certain geographies

Asia ex-Japan stands out compared to other emerging markets in terms of economic resilience, boasting higher growth prospects and lower inflation.

Long Covid, Disabled in the Workplace and the U.S. Labor Force (FRBNY)

The Federal Reserve Bank of New York found that workplace accommodations for those dealing with long Covid may help them remain employed. A positive for the U.S. economy.

Regional Economic Outlook for Sub-Saharan Africa (IMF)

Sub-Saharan Africa’s recovery is much slower than initially anticipated. The region battles geopolitical uncertainty and the lingering aftermath of the pandemic.