United Kingdom, Intermediaries

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Juhi Dhawan

As a member of the firm’s Global Macro Strategy Group, Juhi leads our efforts in equity sector-based macro and profits research for the US and also focuses on thematic research. She is an active participant in investment strategy groups, and works closely with investors across the firm to translate her work into investable ideas and themes.

Featured Insights

How the US savings glut could boost the services economy and sustain the expansion
Higher-income earners have pushed the savings rate to heights not seen since World War II, and Macro Strategist Juhi Dhawan sees reason to believe that once they begin spending, the economy could benefit for years to come.
May 2021
How the US savings glut could boost the services economy and sustain the expansion
A new inflationary regime: why the next decade could look different from the last
We explore why the risk of structurally higher inflation may be the highest it has been in decades and profile the key investment implications this presents.
January 2021
A new inflationary regime: why the next decade could look different from the last
Four forces that could turn the tide for US financial stocks
US Macro Strategist Juhi Dhawan lays out a case for a better performing US financial sector, from attractive valuations to a steeper yield curve, as well as the role of Fed and fiscal policy in shaping the outcome.
January 2021
Four forces that could turn the tide for US financial stocks
The post-COVID economy: a productivity booster shot
Macro Strategist Juhi Dhawan thinks US growth will benefit from a revival in productivity in coming years, aided by a digital revolution that's getting a boost from recent technology investments across many areas of the economy.
December 2020
The post-COVID economy: a productivity booster shot
Millennials coming of age: an underappreciated<br> positive for US growth
The millennial generation is coming to the fore in the US labour market, a demographic trend that has major implications for housing and other sectors, economic growth, inflation and the upcoming US election.
July 2020
Millennials coming of age: an underappreciated
positive for US growth
Why I’m optimistic about US productivity
US Macro Strategist Juhi Dhawan argues that the digital revolution could boost productivity in the 2020s, boosting economic growth, and this may be the start of a global trend.
December 2019
Why I’m optimistic about US productivity
How the US savings glut could boost the services economy and sustain the expansion
Higher-income earners have pushed the savings rate to heights not seen since World War II, and Macro Strategist Juhi Dhawan sees reason to believe that once they begin spending, the economy could benefit for years to come.
May 2021
How the US savings glut could boost the services economy and sustain the expansion
A new inflationary regime: why the next decade could look different from the last
We explore why the risk of structurally higher inflation may be the highest it has been in decades and profile the key investment implications this presents.
January 2021
A new inflationary regime: why the next decade could look different from the last
Four forces that could turn the tide for US financial stocks
US Macro Strategist Juhi Dhawan lays out a case for a better performing US financial sector, from attractive valuations to a steeper yield curve, as well as the role of Fed and fiscal policy in shaping the outcome.
January 2021
Four forces that could turn the tide for US financial stocks
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