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The History (and Future) of Recessions

20. September 2023
The word “recession” has been one of the most widely used in markets over the last 12 months. In their annual Long-Term Asset Return Study, Jim Reid, Henry Allen and Galina Pozdnyakova focus on understanding what history tells us about the frequency, depth and duration of recessions, along with what causes them using cycle data stretching back to 1700. The team also takes a look at their impact on asset prices, and the likely shape of them going forward. [mehr]

Weitere Dokumente zum Thema "International"

488 (21-32)
10. Januar 2024
21
In our latest Q&A with we speak with Brett Ryan, Senior US Economist. He provides valuable insights into the anticipated actions of the Fed regarding the policy rate at the upcoming March FOMC meeting, discusses the outlook for the US economy, and examines potential market impacts resulting from the US elections. [mehr]
27. Dezember 2023
22
Luke Templeman and Olga Cotaga discuss the implications of ageing populations on economies, financial markets and corporate balance sheets. The thematic research analysts rebuke common misconceptions that more retirees equals to government budgets blowing out, or that there could be an equity sell-off as baby boomers switch to bonds. On top of this, they discuss why some Western countries have an underappreciated demographic advantage and why short-term ageing concerns in China may be overdone. [mehr]
19. Dezember 2023
24
Das Jahr 2023 wird als das Jahr in die Geschichte eingehen, in dem Künstliche Intelligenz zum Mainstream wurde. Wir stehen an der Schwelle zu einer KI-Revolution, die eine der tiefgreifendsten Entwicklungen seit Generationen sein wird. Sie wird das Produktivitätswachstum ankurbeln, das in den USA bis zum Ende des Jahrzehnts auf deutlich über 3% pro Jahr ansteigen dürfte. [mehr]
15. Dezember 2023
25
There will be varying degrees of opinion regarding the success of COP28, the first global stocktake summit after the Paris Agreement (2015). Ultimately, it was fascinating to experience the event considering the backdrop of Dubai and the leadership style of the UAE, a nation with roots in oil but a stated ambition to achieve net zero and increase its renewable energy capacity. [mehr]
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