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In a UBP-hosted podcast, Kier Boley, CIO of UBP Alternative Investment Solutions, spoke with Joseph Kelly, Managing Partner at Campbell, about two themes currently shaping conversations with invest...
The coming week may turn out to be a tipping point for markets over the summer, as investors assess key developments in monetary policy, corporate earnings and geopolitics.
The views expressed herein do not constitute research, investment advice or trade recommendations, do not necessarily represent the views of all AB portfolio-management teams and are subject to cha...
Despite BOJ normalisation and improving domestic fundamentals, the yen remains weak because low-cost yen funding continues to support global risk assets. While carry trades, favourable liquidity co...
How the Fed's new tightening bias plays out in the short end of the yield curve.
Iran-US tensions may persist through a cycle of escalation and negotiation, supporting energy prices, bond yields and the US dollar while keeping central banks cautious.
Why investors may be misreading the global economy, from flawed data and dollar durability to EM selectivity, Europe’s capital challenge and AI.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
Polen Capital's International Equity Portfolio returned +21.35% (net) in Q2 2026, outperforming the MSCI ACWI ex-US Index (+14.49%) by nearly 700 basis points. Top contributors included SK hynix, S...
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