Macro

Find the latest macro analysis and insights

DC Value for Money: 12 Steps to Better Member Outcomes
  • 13 hours ago

Every DC fiduciary wants better value for money (VFM) for their members. To that end, we applaud UK regulators’ ambition to create a framework that improves transparency, strengthens accountability...

Global Equity Pulse: Health care—positioning for a potential recovery
  • 13 hours ago

In this month’s Global Equity Pulse, Templeton Global Investments makes the case for a recovery in the health care sector.

Recapping recent tech volatility: Markets level-set earnings expectations
  • 13 hours ago

Tech selloff hit US and Asian markets as rate fears rose. AI hardware demand remains strong, but concentration risks heighten volatility across sectors.

Corporate Credit Snapshot - June 2026
  • 13 hours ago

Global credit delivered positive returns across the board in May. Risk sentiment was broadly positive throughout the month, supported by mounting hopes of a US-Iran peace deal which pushed oil pric...

The Weekly Brief
  • 08 Jun 2026

The Bank of England (BoE) is in a challenging position as the UK economy battles with still-sticky inflation and questions around the growth outlook. Last week’s data showed headline inflation acce...

PERE: Discipline replaces tailwinds in Japan’s real estate market
  • 08 Jun 2026

In a keynote interview in the PERE Japan Report, Steve Hyung Kim, LaSalle’s Head of and Chief Investment Officer for Asia Pacific, discusses how we are increasingly looking at Japan differently tha...

Japan – the renaissance continues
  • 08 Jun 2026

Japan equities continue to deliver double-digit returns, supported by record foreign inflows and growing AI-driven optimism across the market.

Muzinich Weekly Market Comment: Don't forget the economic data
  • 08 Jun 2026

Strong economic data continues to challenge expectations of a slowdown, with activity indicators, labour markets and inflation all proving more resilient than anticipated. As geopolitical risks beg...

US labor strength delays Fed rate cuts
  • 08 Jun 2026

Strong US labor data delays Fed cuts, Canada job strength supports BoC hold, ECB set to hike despite weak growth and mixed global economic signals.