Macro

Find the latest macro analysis and insights

Asian bonds: Finding resilience amid ...
  • 9 hours ago

Stay focused on carry amid inflation and growth risks.

What US mega-cap IPOs mean for investors
  • 25 Jun 2026

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.

Engineering Liquidity: Secondaries in 2026
  • 25 Jun 2026

Adams Street Partner & Head of Secondary Investments Jeff Akers recently took part in PE Wire’s Engineering Liquidity: Secondaries in 2026 webinar to discuss how the secondaries market is evolving....

Now is the time for European high yield investors to consider going global
  • 25 Jun 2026

For European high yield investors, the case for going global is becoming harder to ignore. As growth, inflation and policy paths diverge across regions, a broader opportunity set gives investors mo...

Bond Bulletin: Lower oil prices and central bank repricing
  • 25 Jun 2026

Last week’s meaningful decline in oil prices, following the announcement of a peace deal memorandum between the US and Iran, intersected with a number of central bank meetings, including a hawkish...

What a carry-on: starting yields as a valuation tool for sovereign bonds
  • 25 Jun 2026

Do starting yields predict US Treasury returns? Analysis using FTSE Russell indices shows how initial valuations relate to future performance.

Thematic Equity Investing in a World of Disruption and Realignment
  • 25 Jun 2026

The evolving nature of disruption is creating new innovators and market leaders.  Transformative new technologies and geopolitical tensions have become powerful disruptive forces, redefining busine...

Latin America—Back on the radar
  • 25 Jun 2026

Western Asset: Recent conservative election wins in Colombia and other countries, along with Brazil’s pivotal upcoming vote, are drawing renewed investor interest to the region and signaling a pote...

Fixed Income in Focus: The Resilience of US Credit
  • 25 Jun 2026