Macro

Find the latest macro analysis and insights

Asia Fixed Income Investment Outlook – Quarterly Update
  • 19 hours ago

Chris Lau and Norbert Ling from Invesco's Fixed Income team share their investment outlooks for Asia investment grade and high yield bonds for Q2 2025. Read more

Monthly Cash Review – USD
  • 19 hours ago

Year-end brings policy uncertainty and liquidity challenges for US money markets, with a possible new FOMC chair and rate shifts adding intrigue to December.

JPMorgan Funds - Supplement for UK Investors
  • 19 hours ago

Climate Power Plays: Energy, Geopolitics and the Repricing of Risk
  • 19 hours ago

Global policy shifts are rewiring energy supply and control—and repricing risks and opportunities. Climate change has become a defining force in geopolitics. As governments respond to record heat...

ETF inflows set records as leadership narrows
  • 19 hours ago

Record ETF flows highlight concentrated equity positioning and strong fixed income demand as investors navigate resilient earnings and rising macro uncertainty.

Midyear Macro Outlook: Persistence, perception and the path ahead for markets
  • 02 Jun 2026

Markets remain strikingly resilient despite geopolitical strain, but how they absorb economic and technological uncertainty will shape the path ahead.

What stock market pessimists may be missing
  • 02 Jun 2026

Some investors may be skeptical, but easing inflation, lower rates, and strong earnings may mean markets could still have room to run.

Uncommon truths: Is AI delivering?
  • 02 Jun 2026

AI has certainly delivered for investors in the enablers but what about users? Unemployment is trending up in some countries, US productivity growth is rising and profits have been strong.

2026 Midyear Investment Outlook – Japan Equities
  • 02 Jun 2026

In 2H 2026, Japan equities could be supported by rising real wages, domestic demand, and a broadening market rally beyond AI leaders.