Thematic Research

This paper examines the potential for higher inflation and a return of boom/bust cycles over the next few years.
The report notes the very role of government in the economy is undergoing its biggest shift in 40 years manifested in the receding fear of inflation and rising levels of government debt that shaped a generation of policymakers. Replacing it is the perspective that economic policy should now prioritise broader social goals.
At its heart the research report debates whether inflation is transitory or the pursuit of these important social priorities by governments will mean inflation will have longer-term and far reaching implications for the health of the global economy. Either way, higher inflation is coming and policymakers are about to face their toughest battle in 40 years. [more]

In a new Podzept podcast Brett Ryan, Senior US Economist, Frank Kelly, Head of Governmental and Public Affairs, US & Latam and Luke Templeman, Thematic Analyst discuss the US economy, in particular what President Biden has done in his first 100 days in office, including the enormous fiscal stimulus package. Is the package politically possible as Washington looks forward to mid-term elections next year? [more]

David Folkerts-Landau, Group Chief Economist & Global Head of Research and Peter Hooper, Global Head of Economics have just published an updated outlook for the global economy and financial markets. The report is titled ‘Goldilocks with Inflation Risk’ and outlines how Goldilocks could be about to enter the global economy as conditions appear just right for strong growth. [more]

Highlights from a recent ESG conference where sustainability leaders and asset managers discussed key ESG topics as part of focused panels and presentations. [more]

This year's National People's Congress (NPC) will start on Friday, March 5, and will last for about 2 weeks. [more]

Interview with James Brand, Utilities EU Analyst.

James has covered utilities at Deutsche Bank for 16 years with lead analyst coverage on around half of the Pan-European sector. [more]

Interview with James Brand, Utilities EU Analyst.

James has covered utilities at Deutsche Bank for 16 years with lead analyst coverage on around half of the Pan-European sector. [more]

In a new Podzept podcast episode moderated by Matthew Barnard, Head of Company Research US - Matthew Luzzetti, Chief US Economist and Frank Kelly, Head of Public and Government Affairs, discuss how they think Biden’s initial 100-day+ plan might look like. [more]

In a new Podzept podcast Matthew Barnard, head of company research, US speaks with Matthew Luzzetti, chief US economist and Frank Kelly, Head of Government & Public Affairs, North America & LatAm what to expect from the Biden administration and the implications for the US economic outlook for 2021. [more]

The rebuild begins. But how, exactly? This edition of Konzept presents our ideas for how economies, businesses, and societies should rebuild from the pandemic. [more]