Macro

Find the latest macro analysis and insights

Must Read Research: Fed Hiking Cycle; Brazil Optimism; Australia's AI Boom; AV Commercialization
  • 23 hours ago

In this episode of Must Read Research on Global Research Unlocked, Head of Global Research Candace Browning examines economies moving in different directions as inflation, policy, and investment tr...

Business Insights | Future-Proofing Footprint: Optimising Asia Pacific Life Sciences Location Strategy
  • 23 hours ago

Introduction: An Evolving Geography The Asia Pacific life sciences industry is in a state of flux, driven by shifting global supply chains, rising medical inflation, and a strong

Spinning away from war?
  • 23 hours ago

Markets have not fully regained their earlier optimism bias, but are a little more cheerful. Yesterday, US President Trump signed an agreement essentially reaffirming the status quo with Greenland...

Helping investment portfolios get real
  • 23 hours ago

Understanding real assets as a portfolio tool for diversification and inflation resilience.

The key is to grow pension assets across the EU
  • 23 hours ago

This article was published in Börsen-Zeitung on 15 September 2026. Tanguy van de Werve, Director General at the European Fund and Asset Management Association, discusses new legislation working its...

The W1M Investment Barometer – September 2026
  • 23 hours ago

The summer saw global equity markets regain momentum, led by technology stocks, supported by resilient economic activity and strong corporate earnings results. Bond markets remained cautious about...

The macro trends shaping global markets
  • 23 hours ago

Felipe Villarroel delivered the keynote address at TwentyFour Asset Management's Annual Fixed Income Conference in London on 17 September 2026.

Weekly Research Briefing
  • 22 Sep 2026

Managing Director Blaine Rollins, CFA shares a macro view of the markets.

Extreme heat and the semiconductor supply chain: unpriced risks
  • 22 Sep 2026