Tim Toohey

Tim joined Ellerston Capital in March 2017 as Chief Economist within the Global Macro Team, bringing 24 years industry experience as an economist. He has previously worked at Goldman Sachs, JBWere, ANZ and National Institute of Economic Research.


Navigating a peak in the global growth cycle

Tim Toohey

Over the past month our leading indicators of the industrial cycle have shown signs of peaking. The real question is whether this suggests the industrial cycle is merely temporarily interrupted and rapid global growth will soon return; whether we are through the fastest phase of acceleration in the cycle, and... Show More

risk inflation ellerston capital cycles global macro

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