Macro

• 1 day ago

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.

By Franklin Templeton In Industry, Portfolio Construction, Macro

• 1 day ago

China’s fifteenth five-year plan (2026–2030), to be unveiled by the National People’s Congress in March, is expected to reshape how the People’s Bank of China manages the renminbi (RMB) exchange rate.

By UBP In Emerging Markets, Industry, Macro

• 1 day ago

As 2026 begins, financial markets appear calm, but beneath the surface dynamics are shifting. Inflation is easing, growth stabilising, and rate cutting cycles are nearing completion. Yet, this year...

By Aegon Asset Management In Industry, Equities, Macro

• 1 day ago

Japan’s equity market appeared to finish December on a slightly firmer footing, supported at different points by...

By Asset Management One In Macro, Equities, Portfolio Construction

• 1 day ago

By Rothschild & Co In Industry, Macro

• 1 day ago

Chemical Week editor-in-chief Ian Young, senior editor Vincent Valk and S&P Global Energy chemicals price reporter Luke Warren join podcast host Jameson Croteau to discuss the 2026 outlook. Major t...

By S&P Global In Commodities, Portfolio Construction, Thematic / Megatrends, Emerging Markets, Equities, Macro

• 1 day ago

By AXA Investment Managers In Emerging Markets, Macro

• 1 day ago

Bond credit spreads have fallen over the past three years, prompting us to reassess the attractiveness of this asset class.

By Edmond de Rothschild In Fixed Income, Macro, Portfolio Construction

• 2 days ago

By J.P. Morgan Asset Management In Macro