Macro

Find the latest macro analysis and insights

Want Lasting Multi-Asset Income? Consider Expanding Sources
  • 16 hours ago

An effective multi‑asset income strategy should tap non-traditional sources besides stocks and bonds. The multi-asset playing field presents income investors with broad opportunities across asset c...

Guide to the Markets - UK
  • 23 Mar 2026

The Weekly Brief
  • 23 Mar 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...

External shocks complicate Fed and BOJ policy paths
  • 23 Mar 2026

The Fed and the BOJ held policy rates steady, but external energy and geopolitical shocks have complicated their policy outlooks. New risks raise the bar for action, even as formal guidance remains...

Fed Wrap - Fed holds rate but highlights growing uncertainties
  • 23 Mar 2026

During this episode, Ryan Weldon of IFM’s Debt Investments team in New York discusses the outcomes of the March Fed meeting, the updated dot plot and summary of economic projections, and the diffic...

Fixed Income: Why This Is Not 2022
  • 23 Mar 2026

CIO Weekly Perspectives | March 23, 2026 Fixed Income: Why This Is Not 2022 The echoes of 2022 are loud but misle...

Iran war complicates global policy outlook
  • 23 Mar 2026

Central banks reacted to the Iran war with caution and hawkish tones, but markets may be overpricing inflation risks amid rising growth uncertainty.

Central Banks and bond yields in focus
  • 23 Mar 2026

The major DM central banks – Fed, ECB, BoE and BoJ - have left rates unchanged, in line with our expectations.

CIO Perspectives Podcast: Quality Stocks on Sale: Value Investing in an AI-driven Market
  • 23 Mar 2026

The views and opinions expressed in this podcast are those of the speakers and do not necessarily reflect those of Brown Advisory. These views are not intended to be and should not be relied upon a...