Macro

Find the latest macro analysis and insights

Inside the markets | Helping you guide clients
  • 12 hours ago

Looking at market trends, political developments, the macroeconomic landscape and the impact it has on market volatility, stay ahead with expert commentary.

What US mega-cap IPOs mean for investors
  • 12 hours ago

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.

2026 Mid-Year Outlook Macro, Equities, Retail, Funds, Agency RMBS, Non-Agency RMBS, CMBS, and CLO insights
  • 12 hours ago

This insight provides a comprehensive mid-year outlook for 2026 across multiple financial sectors including macroeconomics, equities, retail, funds, and various fixed income markets such as Agency...

The Weekly Brief
  • 06 Jul 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...

US Equities: What’s Hiding Beneath the Market’s Headline Returns?
  • 06 Jul 2026

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!
  • 06 Jul 2026

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...

Pyrspectives - Is it a bubble?
  • 06 Jul 2026

Explore Pyrford's Q2 2026 market outlook, analysing the AI investment boom, hyperscaler capex, AI monetisation trends, data centre constraints, US dollar strength, inflation risks and global econom...

ETF inflows set records in first half
  • 06 Jul 2026

Record ETF inflows topped $1 trillion in H1 2026 as investors favored active ETFs, bonds, technology, and emerging markets amid evolving macro risks.

US labor data raises fresh questions again
  • 06 Jul 2026

Softer US employment data, a cooling UK economy, and resilient Japan business sentiment shaped the week, while Fed hike fears eased