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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.

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.

The Eurozone economy should escape a recession this year

Our revamped modelling shows that a recession is not imminent for the Eurozone and the big four despite the extreme trade policy uncertainty.

Global Scenarios Service – Tariff Uncertainty

This quarter’s scenarios quantify key risks to the global economy. These relate primarily to trade protectionism and other geopolitical tensions, structural weakness in the Chinese economy, the stance of monetary and fiscal policy, and financial market conditions.

Trump tariffs struck down, but tariff uncertainty remains

Discover how the recent Court ruling on Trump’s tariffs affects global trade dynamics. Learn about potential administration strategies and our macro forecasts.

US court rulings deepen trade policy uncertainty

A recent court ruling challenges key tariffs from the Trump administration, sparking uncertainty in US trade policy. As legal battles unfold, businesses and policymakers face an unpredictable road ahead. What does this mean for the economy and global trade?

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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