Macro

Find the latest macro analysis and insights

Must Read Research: Fed Hiking Cycle; Brazil Optimism; Australia's AI Boom; AV Commercialization
  • 10 hours ago

In this episode of Must Read Research on Global Research Unlocked, Head of Global Research Candace Browning examines economies moving in different directions as inflation, policy, and investment tr...

Business Insights | Future-Proofing Footprint: Optimising Asia Pacific Life Sciences Location Strategy
  • 10 hours ago

Introduction: An Evolving Geography The Asia Pacific life sciences industry is in a state of flux, driven by shifting global supply chains, rising medical inflation, and a strong

Spinning away from war?
  • 10 hours ago

Markets have not fully regained their earlier optimism bias, but are a little more cheerful. Yesterday, US President Trump signed an agreement essentially reaffirming the status quo with Greenland...

Weekly Research Briefing
  • 22 Sep 2026

Managing Director Blaine Rollins, CFA shares a macro view of the markets.

Extreme heat and the semiconductor supply chain: unpriced risks
  • 22 Sep 2026

Income Generator: Monetizing Macro Moments
  • 22 Sep 2026

George Bory and Maulik Bhansali explain how policy shifts, artificial intelligence (AI) financing, and global divergence are reshaping fixed income markets, creating opportunities for income genera...

Securitisations for Insurers: The Long and Winding Road
  • 22 Sep 2026

Securitisations have been underutilised by insurers outside the US and Bermuda, despite compelling risk-adjusted returns. Evolving global regulations and expansions in securitisation markets may be...

Letters from our regions: How Canada's pension funds are creating their own
  • 22 Sep 2026

Nearly three decades into its presence in Canada, Ardian joined the first Canada Investment Summit alongside the country's leading institutional investors. Ardian's Canada team reflects here on tha...

Markets Edition: Hawkish Central Banks, USDJPY and the Return of Bitcoin
  • 22 Sep 2026

Dirk Willer and Alex Saunders discuss investment strategies in light of a flurry of recent developments, ranging from hawkish central banks (with a dovish surprise from the Bank of Japan) to crypto...