Macro

Find the latest macro analysis and insights

The Weekly Brief
  • 15 hours ago

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...

US Equities: What’s Hiding Beneath the Market’s Headline Returns?
  • 15 hours ago

Investors who look below the surface may discover opportunities beyond the AI superpowers. The S&P 500’s recent advance is masking a more dynamic story for US equity investors. Market winners remai...

Muzinich Weekly Market Comment: Happy Birthday!
  • 15 hours ago

The first half of the year closed with a powerful reminder of America's enduring influence on global markets. From the dominance of the US dollar to AI-driven economic resilience and diverging cent...

What US mega-cap IPOs mean for investors
  • 03 Jul 2026

Mega-cap IPOs in 2026 show why private market access is crucial. Learn how companies like SpaceX and OpenAI impact market dynamics and your investment approach.

Why our long-term bullish thesis for gold remains intact
  • 03 Jul 2026

Discover why gold remains a strong long-term investment despite short-term volatility. Learn how Fed policy, real yields, and central bank demand drive gold prices.

Global Investment Strategy Committee Outlook Q3 2026
  • 03 Jul 2026

The Amova Asset Management Global Investment Strategy Committee remains constructive on global growth and does not anticipate an imminent recession. However, its base case depends on interconnected...

The week in markets: Back on the front foot
  • 03 Jul 2026

This week saw renewed investor confidence that economic growth can continue without reigniting price pressures.

Market Flash: Avoiding a monetary policy mistake is still possible.
  • 03 Jul 2026

The US-Iran agreement has unblocked oil traffic through the Strait of Hormuz, causing Brent crude to fall to around $70 per barrel and fuelling the view that the energy crisis is now on the wane.

Celebrating Independence Day: from the American Revolution to the stockmarket revolution
  • 03 Jul 2026

Daniel White explores the history of the US stockmarket and the drivers and its remarkable long-term returns.