Could geopolitical tensions escalate in 2024?
Geopolitical risk has risen sharply over the past year – and in recent months concerns have intensified around the prospect for further escalation across a range of geographies and dimensions.
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The 20s economy: hardly soaring, yet far from boring
The new normal looks likely to be punctuated slower growth, stubborn inflation, geopolitical risk, and a new breed of trade protectionism.
Climbing down from the peak: what to expect from central banks in 2024
After a period of rises in interest rates, we can finally start to see the path down from the peak – but there may be forks in the road and detours aplenty.
How resilient will financial markets remain in 2024?
The resilience of markets and financial institutions was tested at various times throughout 2023, raising concerns about the health of the global financial system. Will those worries persist in the year ahead?
Will companies invest or sit on the sidelines in 2024?
As we look ahead to a year marked by slow economic growth, lower rates and (hopefully) inflation, the path forward for companies is far from certain. How might the economic and market landscape influence corporate hedging, funding and investment?
The Year of the Ballot Box: how might elections sway policy
More than 40 national elections are slated for 2024, including in the UK and US. We take a closer look at the odds and the potential implications for policy.
What China’s decoupling from the world economy means for markets
Given the direction of travel in geopolitics, policy and the economy, the days of China being the prime mover for global markets look behind us.
Will climate policy gain or lose momentum in 2024?
As global governments race to achieve decarbonisation targets, big questions loom large over the direction of climate policy among the world’s largest emitters.
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Navigating inflation, policy, and politics in a more divergent world.