Macro

Find the latest macro analysis and insights

How high could tariffs go?
  • 23 hours ago

In the latest episode we discuss the potential economic impact – on inflation, growth and global trade – of Trump’s bombshell tariff announcements.

Are premium gyms the new craze in the UK?
  • 23 hours ago

Almost 11 million Brits – 16% of the population – have a gym membership. This number has been steadily increasing since 2022 and is now higher than the last peak in 2019. Evidence from CBRE’s Consu...

A Turning Point Toward a New Standard
  • 23 hours ago

Natural disasters are beyond our control, but they often serve as catalysts for change—prompting us to reflect, adapt and establish new and better standards for the future.

Pension Funds Letter 23 - Bridging the gaps to pension and c...
  • 23 hours ago

2024's elections will shape global markets. This article explores U.S. policy impacts on emerging markets, pension investment trends, and ESG integration.

Tariffs, trade, and a bear market—what’s next?
  • 23 hours ago

Royce Investment Partners: Co-CIOs Francis Gannon and Chris Clark look at the 1Q25 downturn and the bearish beginning of April.

State of sustainable investing (crisis or opportunity?)
  • 23 hours ago

The Trump administration has an infamously dim view on sustainability, but what does this really mean for the landscape of s…

Allocation Views: Is policy priced in?
  • 23 hours ago

US policy announcements brought market volatility in March, as concerns over tariff-induced inflation increased uncertainty. Franklin Templeton Investment Solutions shares insights on this and more...

Global Macro Research: A New World Order
  • 23 hours ago

The multilateral order is unravelling, with Pax Americana no longer able to sustain itself. This seismic shift carries significant ramifications for investors, fundamentally altering the investment...

Quick View: How are tariffs reshaping the market for European smaller caps?
  • 23 hours ago

As the impact of a new tariff regime spreads across the market, Portfolio Manager Ollie Beckett considers the potential for European smaller companies to adapt and thrive.