Macro

Find the latest macro analysis and insights

The Weekly Brief
  • 13 hours ago

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...

Urban family housing: Unlocking the missing middle in UK rental markets
  • 13 hours ago

In the UK, urban family housing can combine the delivery of high-quality homes to underserved markets with tangible local outcomes, alongside long-term rental growth and attractive total returns.

The human edge | Spellbound
  • 13 hours ago

Join us as we speak to Rio StedFord, St. James’s Place, about how the wealth industry is transforming.

US Multi-Sector
  • 01 Aug 2026

US Credit
  • 01 Aug 2026

Growing hopes for an industrial renaissance in Germany
  • 31 Jul 2026

This article assesses Germany’s industrial renaissance, showing how 34 reforms, infrastructure spending and confidence effects could lift investment,...

Cross Asset Investment Strategy - July 2026
  • 31 Jul 2026

Sweeping reforms and investment could power Germany's renewal and create new opportunities across European equities.

The week in markets: A tale of two halves
  • 31 Jul 2026

Markets endured a rollercoaster week, swinging from geopolitical fears, rising bond yields and a sharp technology sell-off to a powerful recovery as earnings and economic data steadied investor ner...

Monetary Policy on Hold
  • 31 Jul 2026

The Fed, BoJ, and BoE held rates constant, but with different messaging.