The Real Story Behind Today's Global Economy

The latest thoughts on the direction of the world economy

The U.S. economy tells a positive story—growth has been better than expected. But for how long? Meanwhile, in Europe, Germany’s economy is wobbling. And emerging markets paint an unclear picture, with plenty of dark spots countering the bright spots. This selection of insights provides allocators with the latest perspectives from global asset managers and international organizations on the future direction of the world economy.

The Risks That Would Most Disrupt Consensus In 2024 (New York Life Investments)

A black swan is a high-impact, unpredictable event that disrupts investor consensus regarding markets or the direction of the economy.

Monetary Policy's Impact On Growth And Inflation (Macquarie Asset Management)

Since 2022, the policy mix—the combination of fiscal and monetary policy—has changed materially. The effects of this change on the U.S. economy remain to be seen.

Special Edition: Recession Dashboards (Macrobond)

This chart pack presents allocators with a snapshot of the economic health of key countries around the world, from the UK and Germany to Japan and South Korea.

Economic And Financial Outlook 2024 (Natixis IM)

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

2024 is an election year, and not just in the U.S., but across other key economies such as Russia, India, and the UK. These events will be consequential for economic growth.

2024 Economic And Capital Markets Outlook (Apollo)

The U.S. economy has been resilient so far. How will it fare after the recent Fed meeting? Will growth continue to be supportive, or will it disappoint bullish expectations?

World Economic Outlook Jan 2024 (IMF)

The global economic recovery from the COVID-19 pandemic, Russia’s invasion of Ukraine, and the cost-of-living crisis is proving surprisingly resilient.

How Will The Fed Decide When To End 'QT'? (Brookings Institution)

In an ample reserves regime, the Fed supplies enough reserves so that the fed funds rate changes very slightly when the quantity of reserves in the banking system changes.

Africa Focus: Fueling A Sustainable Future (White & Case)

Africa represents a great future opportunity for allocators. However, for this opportunity to come to life, African economies need to push toward a greener future.

Latin American Economic Outlook: Investing In Sustainable Development (OECD)

This in-depth report provides investors with all they need to know about the likely direction of Latin America economies.

Digitalisation And Economic Growth In Emerging Markets (Economist Impact)

Digitalization and economic growth are going hand in hand, especially for many emerging markets—as this report demonstrates.

SPECIAL REPORT

Positioning For Change: Traversing A New Macro Landscape (Wellington Management)

The world economy is changing fast. How can allocators stay ahead of the curve in generating attractive returns while also protecting their wealth? Fixed income offers an interesting solution, as this Special Report shows.