Macro

Find the latest macro analysis and insights

Earning their keep
  • 20 hours ago

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

PEI Keynote Interview: Tapping the VC Pipeline
  • 20 hours ago

In a recent PEI Keynote interview, Adams Street Partners’ Brijesh Jeevarathnam and Stephen Bluestein explain how accelerating AI innovation is impacting the global venture landscape—from the renewe...

IFM welcomes Government action to establish an Australian-made low carbon liquid fuels industry and strengthen Australia’s fuel security
  • 20 hours ago

IFM Investors, alongside MoU partners Ampol and GrainCorp, has welcomed a commitment to introduce a demand measure that provides certainty for new Australian low carbon liquid fuel production and s...

Political Risk Survey Report 2026
  • 20 hours ago

The 2026 Political Risk Survey shows risk shifting inward as tariffs, domestic polarization and gray‑zone threats intensify, forcing companies to adapt risk management, insurance and operating models.

Deal selection critical as credit shrugs off Iran conflict
  • 20 hours ago

Credit markets have been remarkably resilient in the face of significant geopolitical and macroeconomic volatility in recent weeks.

The Weekly Brief
  • 11 May 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...

Inside the markets | Helping you guide clients
  • 11 May 2026

Looking at market trends, political developments, the macroeconomic landscape and the impact it has on market volatility, stay ahead with expert commentary.

From the US Market Desk: What a move!
  • 11 May 2026

Get ready each week with high-conviction insights that go beyond media headlines.

Middle East conflict: Ten weeks on
  • 11 May 2026

Weekly update on the Iran conflict: assessing ceasefire developments, Strait of Hormuz trade flows, and global market reactions. Explore key scenarios, economic implications, and strategic insights...