Macro

Find the latest macro analysis and insights

Japan amplification risk: yen weakness and terms-of-trade shock
  • 11 hours ago

Japan faces rising amplification risk as yen weakness and external shocks deepen terms-of-trade pressures. Inflation pass-through remains limited, but policy credibility and growth resilience may h...

From data to demand: Inside the transformation of the US power grid with Duke Energy
  • 11 hours ago

Rebecca Sherlock, Portfolio Manager Global Listed Infrastructure, sat down for a fireside chat with Brian Savoy, Chief Financial Officer of Duke Energy, one of the largest regulated utilities in th...

Capital Market Assumptions 2026
  • 21 Apr 2026

The global economy and markets are increasingly being impacted by ruptures. Strategically diversifying long-term allocations can build resilience.

Episode 1: Hidden Monopolies, Real Moats – featuring Mick Dillon
  • 21 Apr 2026

The views expressed are those of the author and Brown Advisory as of the date referenced and are subject to change at any time based on market or other conditions. These views are not intended to b...

Over a barrel
  • 21 Apr 2026

Here's the latest weekly update from our investment team.

Why the Youth Enrichment Services Market Is Growing (and Recession Resilient)
  • 21 Apr 2026

As parents increasingly look to provide their kids with an edge, the youth enrichment sector is booming—and emerging as a highly compelling investment category.

Real assets insights: Q1 2026
  • 21 Apr 2026

Real assets rose overall despite a two‑phase quarter: early gains from growth, inflation and geopolitics gave way to war‑hit risk appetite.

Rebalancing toward US Agg
  • 21 Apr 2026

Equity exposure was reset to neutral as cash and select trims were reallocated to US aggregate bonds.

Defensive Stocks: A Potential Antidote to Inflation Shocks
  • 21 Apr 2026

The Middle East conflict has sparked fears of an inflation shock. For investors, defensive stocks could provide some relief. Equity markets have come under pressure amid growing concerns about the...