Find the latest macro analysis and insights
The May 2025 survey results are from investment professionals across all asset classes, and we provide our predictions on inflation, recession, asset class performance and more.
Japan faces rising amplification risk as yen weakness and external shocks deepen terms-of-trade pressures. Inflation pass-through remains limited, but policy credibility and growth resilience may h...
Rebecca Sherlock, Portfolio Manager Global Listed Infrastructure, sat down for a fireside chat with Brian Savoy, Chief Financial Officer of Duke Energy, one of the largest regulated utilities in th...
The opportunity set in this wide-ranging market extends well beyond office properties. Investors often view commercial real estate (CRE) through the narrow lens of the office sector. We think this...
Nicolas Faller, Co-CEO of UBP Asset Management, which oversees EUR 34 billion in AUM, expresses confidence in a swift resolution to the conflict with Iran.
The views and opinions expressed in this podcast are those of the speakers and do not necessarily reflect those of Brown Advisory. These views are not intended to be and should not be relied upon a...
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
A potential wave of mega-cap IPOs in 2026, including large venture-backed firms, could reshape global and US equity benchmarks.
Look beyond conflict-driven market moves. Explore three structural trends shaping returns: non-US equities, US corporate re-leveraging, and sticky inflation.
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