Macro

Find the latest macro analysis and insights

What Middle East Conflict Could Mean for the Global Economy
  • 11 Mar 2026

The size and duration of the oil-price shock are key variables in determining the ultimate impact.  The war in Iran is the latest in a long series of shocks with the potential to disrupt economies...

WATCH: inflation expectations & rates
  • 11 Mar 2026

Consumer inflation expectations at more than three-year high amid focus on RBA interest...

Looking across the valley
  • 11 Mar 2026

If the Iran war does not derail it, the US economy should remain strong.

The future of UK pension scheme trusteeship: Five priorities for effective, proportionate governance
  • 11 Mar 2026

Drawing on WTW’s response to the DWP consultation, we highlight five priorities to address growing pressures on UK pension scheme trusteeship and governance, supporting stronger member outcomes.

Why funding matters for a UK pension scheme wind-up
  • 11 Mar 2026

With many defined benefit pension schemes looking to start their wind-up journey and transact a full scheme buy-in, understanding how the funding position affects the plan to wind-up has become mor...

The Case for Collateralised Loan Obligations (CLOs)
  • 11 Mar 2026

Allocating to Collateralised Loan Obligations (CLOs) opens up access to diversification and defensive income. How do CLOs work and what can history tell us about the asset class?

Building Conviction in a World of Shifting Narratives
  • 11 Mar 2026

Portfolio Manager Chandan Khanna explains how global markets present a landscape of opportunity for equity investors despite macroeconomic headwinds.

What can we expect from the UK pension risk transfer market in 2026?
  • 11 Mar 2026

In 2025, high demand for pension risk transfer solutions accelerated market innovation and increased strategic de-risking opportunities. In this article we share our predictions for the market in 2...

Guide to the Markets - UK
  • 10 Mar 2026