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Markets are pricing in a wider range of scenarios as geopolitics and AI reshape the landscape. Global equities declined during a volatile first quarter as the war in Iran roiled energy markets and...
Middle East tensions, high-profile defaults in private credit, and broader macro uncertainty have fuelled investor concerns around the potential impact on the European banking sector.
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ClearBridge Investments: Energy-driven inflation and geopolitical risk increase the likelihood of higher-for-longer interest rates, which listed infrastructure has several mechanisms for passing th...
Discover how mid-market infrastructure is well-positioned to benefit from the macro trends of digitalisation, deglobalisation, and decarbonisation.
The oil price shock has driven unprecedented moves in European rates since the start of the war in Iran. In the wake of the two-week ceasefire announced on 7 April 2026, this week’s Bond Bulletin e...
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
Investors often use gold tactically in their portfolios, but its function as a core diversifying asset during a variety of business cycles may demonstrate that gold can potentially play a long-term...
The US-Iran ceasefire reduces the risk of an oil-driven inflation and growth shock, but we aren’t in the clear just yet, according to Franklin Templeton Institute’s Stephen Dover.
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