Insights

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Daniel Murray

Investment Insights • 05 November 2024

AI and its potential impact on productivity and economic growth

The potential costs and benefits to society of the broad adoption of artificial intelligence (AI) have been widely discussed. Some of the most interesting questions relate to the impact of AI on productivity and GDP growth. Global Head of Research Daniel Murray and Economist Sam Jochim discuss these issues.

Daniel Murray

1 min read

Investment Insights • Macro 11 October 2024

September US CPI inflation

US CPI inflation was stronger than markets had anticipated in September yet shorter-term trends make for more positive reading. In this Macro Flash Note, Deputy CIO Daniel Murray assesses the latest data and its possible implications for the Federal Reserve.

Daniel Murray

2 min read

Investment Insights • Macro 10 October 2024

Middle East risk levels revisited

We are now one year on from the first Hamas attack in Israel on 7 October 2023 and sadly there is no resolution in sight. With a recent escalation in geopolitical risk, Daniel Murray, Deputy CIO, explores the potential risks and implications on global markets.

Daniel Murray

3 min read

Investment Insights • Macro 06 August 2024

Recent market moves: what happened, why it happened and what it portends

Markets experienced violent moves at the end of last week and beginning of this week. In this note Daniel Murray discusses what happened, why it happened and the investment outlook for the remainder of the year.

Daniel Murray

4 min read

Investment Insights • Macro 01 August 2024

The Fed: On hold but opening the door for a September rate cut

The Federal Reserve remained on hold at its meeting on 31 July, with the Federal Open Market Committee (FOMC) delivering few surprises as it opened the door for a rate cut at the next meeting on 18 September. In this Macro Flash Note, Daniel Murray provides an overview of July’s FOMC meeting.

Daniel Murray

3 min read

Investment Insights • Macro 15 July 2024

Inflation relief – finally

The June 2024 US Consumer Price Index (CPI) release was met with much excitement by markets, precipitating a broad-based rally in both equities and bonds. Daniel Murray reviews the data in this Macro Flash Note, concluding that, after a few months of interruption, the overall disinflationary process appears to be back on track once again.

Daniel Murray

3 min read

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Insights

AI and its potential impact on productivity and economic growth

September US CPI inflation

Middle East risk levels revisited

Recent market moves: what happened, why it happened and what it portends

The Fed: On hold but opening the door for a September rate cut

Inflation relief – finally

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