Macro

Find the latest macro analysis and insights

Japan’s Corporate Governance Code revisions
  • 9 hours ago

Insights into Japan’s ESG market, covering governance reform, FTSE JPX Blossom index evolution and Q1 2026 performance context, including SGX Futures.

What in the World⁈
  • 17 Jun 2026

Weekly takes on macro stories and market trends shaping the investment world

Major US equity indexes IPO treatments
  • 17 Jun 2026

This piece compares IPO treatment across five major US equity indexes, including fast entry exceptions to standard rules.

Why oil shocks matter for portfolios
  • 17 Jun 2026

Oil shocks carry repercussions for portfolios because they affect inflation, institutions and capital flows. While the 1970s remain a useful reference, today’s backdrop is more resilient, supported...

Beyond hype: AI benefits taking shape
  • 17 Jun 2026

AI is moving beyond the hype cycle, with real productivity gains beginning to emerge. The biggest investment opportunities may lie with companies that can translate adoption into durable competitiv...

US-Iran de-escalation: A positive shift, but not a final resolution
  • 17 Jun 2026

The apparent US-Iran memorandum of understanding reduces a major geopolitical tail risk and improves the near-term macro backdrop, especially through lower oil prices.

StepStone & PitchBook Launch Deal-Level Benchmarking Solution for Private Markets
  • 17 Jun 2026

Now generally available: deal-level performance and operating metrics from SPI by StepStone, delivered directly within PitchBook workflows Gives fund managers, investors, and service providers g...

Continued Bullishness Across Secondaries Despite More Macroeconomic Changes
  • 17 Jun 2026

Another spring of uncertainty is necessitating creativity in global deal making. But expectations remain for strong growth in secondaries, especially as the market applies lessons learned from 2025.

S&P Global: Adams Street’s Jeffrey Diehl on Private Markets 360°
  • 17 Jun 2026

Adams Street’s Jeffrey Diehl, Managing Partner & Head of Investments, recently joined S&P Global’s Private Markets 360° podcast to share his perspective on the potential risks posed by hyperscalers...