Macro

Find the latest macro analysis and insights

Global Investment Grade Update: Kevin Warsh set to become the next Fed Chair
  • 19 hours ago

Kevin Warsh, who is set to be the next chair of the Federal Reserve, has cleared ​a key procedural hurdle in the Senate, moving him closer to Senate confirmation.

How UK political uncertainty is affecting financial markets
  • 19 hours ago

Explore the reasons behind the rise in UK Gilt yields, why the UK bond market is subject to a political premium and the implications for investors.

Global Investment Management Survey
  • 12 May 2026

The May 2025 survey results are from investment professionals across all asset classes, and we provide our predictions on inflation, recession, asset class performance and more.

Pairing US and European AAA-rated CLOs to enhance income opportunities
  • 12 May 2026

Learn why pairing US and European AAA-rated CLOs may enhance income, reduce duration risk, and improve diversification.

Earning their keep
  • 12 May 2026

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

PEI Keynote Interview: Tapping the VC Pipeline
  • 12 May 2026

In a recent PEI Keynote interview, Adams Street Partners’ Brijesh Jeevarathnam and Stephen Bluestein explain how accelerating AI innovation is impacting the global venture landscape—from the renewe...

IFM welcomes Government action to establish an Australian-made low carbon liquid fuels industry and strengthen Australia’s fuel security
  • 12 May 2026

IFM Investors, alongside MoU partners Ampol and GrainCorp, has welcomed a commitment to introduce a demand measure that provides certainty for new Australian low carbon liquid fuel production and s...

Political Risk Survey Report 2026
  • 12 May 2026

The 2026 Political Risk Survey shows risk shifting inward as tariffs, domestic polarization and gray‑zone threats intensify, forcing companies to adapt risk management, insurance and operating models.

Deal selection critical as credit shrugs off Iran conflict
  • 12 May 2026

Credit markets have been remarkably resilient in the face of significant geopolitical and macroeconomic volatility in recent weeks.