1. Research
  2. About us
  3. Analysts
  4. Luke Templeman

Luke Templeman

Analysis and studies from Luke Templeman

48 Documents
April 8, 2020
1
In our “Corona Crisis Daily” we look at how developments have changed on all aspects of the virus over the last 24 hours. We show the latest global new case and mortality numbers alongside the rate of growth in each of the last five days and show graphs of these developments for many large countries. We also highlight in bullets the main news on the virus over the last day, the latest medical snippets of information, the key company statements seen regarding the impact of the outbreak, the latest policy announcements combatting it, and the key top level global economic data released over the last day. [more]
April 6, 2020
2
We’ve witnessed an immense human tragedy as the covid-19 virus has spread around the globe. Amidst the awful numbers of people who have succumbed to the disease, we’re also now witnessing an incredibly painful economic downturn. In a new podcast episode where we look at the data, ten million Americans have made jobless claims over the last two weeks. We’re now seeing equally staggering figures come out of many other countries as economies are simply shut down. [more]
February 3, 2020
5
Brexit talks are only moving onto the next phase, the UK and EU must agree the terms of a future economic relationship by the end of the status quo transition period on December 31st 2020. The next chapter in talks is expectant to generate less in the way of intraday excitement for investors, their outcome is more important for the UK's future growth prospects and asset valuations. [more]
December 4, 2019
9
Yi Xiong, China Economist, sets out how the Chinese economy has been driven by a key theme in each of the last two decades: exports and then public investment. The next decade is set to be the consumption decade. The latent spending potential, particularly in retiring Chinese will continue to drive growth. [more]
December 4, 2019
10
Many ‘decade ahead’ predictions prove unreliable. And we admit this special edition of Konzept cannot be a perfect crystal ball. Regardless, we present 24 contrarian ideas for how the 2020s may evolve because we believe it is best to be prepared for the unexpected themes that may arise over the coming decade. After all, if the 2010s have taught us anything it is that the trends of the prior decade are no guide for the decade to come. [more]
December 3, 2019
11
The past year and a half has seen an impressive slide in the global economy. Global GDP growth is expected to have ebbed to its lowest rate since the great recession this year, with some regions nearing recession and others increasingly fearing it. The primary factor is the strongly depressing effect on global trade and investment that has resulted from sharp increases in economic policy uncertainty associated with both trade policy conflicts and Brexit. Peter Hooper, Global Head of Economic Research, shares his insights. [more]
5.0.0