Macro

Find the latest macro analysis and insights

Capital Market Assumptions 2026
  • 21 hours ago

The global economy and markets are increasingly being impacted by ruptures. Strategically diversifying long-term allocations can build resilience.

Episode 1: Hidden Monopolies, Real Moats – featuring Mick Dillon
  • 21 hours ago

The views expressed are those of the author and Brown Advisory as of the date referenced and are subject to change at any time based on market or other conditions. These views are not intended to b...

Over a barrel
  • 21 hours ago

Here's the latest weekly update from our investment team.

Why the Youth Enrichment Services Market Is Growing (and Recession Resilient)
  • 21 hours ago

As parents increasingly look to provide their kids with an edge, the youth enrichment sector is booming—and emerging as a highly compelling investment category.

Real assets insights: Q1 2026
  • 21 hours ago

Real assets rose overall despite a two‑phase quarter: early gains from growth, inflation and geopolitics gave way to war‑hit risk appetite.

Rebalancing toward US Agg
  • 21 hours ago

Equity exposure was reset to neutral as cash and select trims were reallocated to US aggregate bonds.

The Weekly Brief
  • 20 Apr 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...

Global Webcast: Japan Research Trip – Highlights and Stock picks
  • 20 Apr 2026

Global Portfolio Manager Chris Willcocks shares key takeaways from his recent trip to Japan and what they mean for the portfolio. Drawing on insights across the Consumer, Industrials, Property and...

Australian industry super funds head to France and the UK in search of new opportunities for members
  • 20 Apr 2026

Australian industry superannuation leaders are meeting with government officials and industry leaders in France and the UK this week, in their latest search for global investment opportunities to g...