Tim Drayson

Head of Economics

Tim Drayson
Tim keeps a close watch on global economic developments, with a particular focus on the US. He believes nothing good ever happens after midnight, which is why he is rarely spotted out late. Tim joined in 2008 from the number-one ranked economics team at ABN AMRO, with prior experience from HM Treasury, and graduated with a MSc from the University of Nottingham. When not crunching economic data, he can be found studying the weather forecast, analysing his cycling statistics or looking anxious on three-foot putts.

Other articles by Tim Drayson

What if everything goes right?
Investment strategy

What if everything goes right?

While equities have headroom in a benign environment, we now see credit as unfavourably...
By Emiel van den HeiligenbergTim Drayson
15 Jul 2024
3 min read
Deglobalisation is just getting started
Tim Drayson
Markets and economics

Deglobalisation is just getting started

The US has pivoted towards protectionism and industrial intervention. The presidential election...
By Tim Drayson
08 Jul 2024
3 min read
Uncertainty abounds
Markets and economics

Uncertainty abounds

With geopolitical tension rising, we consider a fundamental choice confronting investors, and wha...
By Tim DraysonChristopher TeschmacherChristopher Jeffery
28 May 2024
6 min read
Something's gotta give
Markets and economics

Something's gotta give

Consensus is clustered around a trilogy of lower inflation, rate cuts and continued growth. Is th...
By Emiel van den HeiligenbergTim Drayson
22 Apr 2024
3 min read
Geopolitical risk and the global market outlook
Markets and economics

Geopolitical risk and the global market outlook

As the Middle East conflict enters a worrying new phase, we assess what the uptick in geopolitica...
By Sonja LaudColin ReedieTim Drayson
19 Apr 2024
3 min read
The American dream
Tim Drayson
Economics

The American dream

We believe the unanticipated surge in US immigration is helping to increase the chances of an...
By Tim Drayson
20 Mar 2024
4 min read
Pinning the tail on the donkey
Tim Drayson
Economics

Pinning the tail on the donkey

The output gap is one of the most important concepts for macro investors. Unfortunately, it is ve...
By Tim Drayson
19 Feb 2024
3 min read
New year resolutions of an economist
Tim Drayson
Economics

New year resolutions of an economist

I was wrong about a US recession last year and while some of the risks are receding, the market i...
By Tim Drayson
03 Jan 2024
3 min read
Pain delayed, not averted
Tim Drayson
Markets and economics

Pain delayed, not averted

Unsustainable US fiscal support and a favourable reversal of supply shocks have led to increased...
By Tim Drayson
11 Dec 2023
3 min read

Authors from the same team (34)

Emiel van den Heiligenberg

Emiel van den Heiligenberg

Emiel is responsible for the overall strategic direction of the team’s investment and business...
More about this author
Mireille Bensimon

Mireille Bensimon

Mireille works as an Investment Analyst for the team, researching equity funds for the...
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