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.
Japan’s tariff turbulence to flatten near-term growth
We’ve cut our GDP growth forecasts for Japan by 0.2ppts to 0.8% in 2025 and by 0.4ppts to 0.2% in 2026, reflecting higher US tariffs and heightened global trade policy uncertainty. We now forecast that Japan’s economy will barely grow over 2025-2026 on a sequential basis.
Read more: Japan’s tariff turbulence to flatten near-term growth
Forecasting the Growth of Millennial Wealth in the U.S.
Consulting Report Forecasting the Growth of Millennial Wealth in the U.S. You might be interested in
Read more: Forecasting the Growth of Millennial Wealth in the U.S.
Growth outlook cut further for the Eurozone amid tariff turmoil
Given the unique nature of the hike in US tariffs, the size of these supply and demand shocks and the speed at which they are arriving make the precise economic implications particularly hard to pin down. Overall, however, we expect GDP growth in the US and world economy to slow sharply, but we don’t anticipate recessions in either.
Read more: Growth outlook cut further for the Eurozone amid tariff turmoil
The relative winners and losers of tariffs
There are no absolute winners in a trade war, but some will fare relatively better than others.
Read more: The relative winners and losers of tariffs
Inflation is on the rise in Saudi Arabia, should we be worried?
Saudi Arabia’s inflation rose to 2.3% in March, its highest level since July 2023, driven mainly by a faster rise in food and beverage prices.
Read more: Inflation is on the rise in Saudi Arabia, should we be worried?
What the US tariff hikes mean for the global economy
We expect GDP growth in both the US and world economy to slow sharply due to the tariff hikes, but we don’t anticipate recessions in either.
Read more: What the US tariff hikes mean for the global economyRead more →
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.
Contact us
If you would like to find out more about our solutions for asset management, please fill in the form and let us know a bit more about you and what you’re looking for. A member of the team will be in touch with you as soon as possible.
By submitting this form you agree to be contacted by Oxford Economics about its products and services. We will never share your details with third parties, and you can unsubscribe at any time.
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.
Trusted By
