Macro

Find the latest macro analysis and insights

2025 Midyear Investment Outlook – Asia Fixed Income: Emerging Markets
  • 1 day ago

As the Fed begins its easing cycle, the potential spread widening will put tight Asia sovereign bonds at risk. Find out more.

Battle for prime office space: smaller, yet more expensive and scarce
  • 1 day ago

Companies in thet netherlands relocating to smaller offices, but not necessarily reducing costs. Average office space reduced by 7.5% after relocation, filled by smaller companies moving into large...

Unpacking leasing trends: What’s driving office occupiers’ decisions?
  • 1 day ago

European office occupiers face a complex decision-making landscape, due to a combination of weak economic growth, heightened uncertainty, and the challenges of devising and implementing hybrid work...

‘Big Beautiful Bill’ brings fiscal concerns
  • 1 day ago

The proposed bill, deficit, debt ceiling, tariff threats, and rising bond yields, as well as the next move by the Federal Reserve, were top of mind.

JH Explorer in Birmingham – Packing a punch
  • 1 day ago

During a recent site visit in Birmingham, UK, Portfolio Manager Tal Lomnitzer discovers a world of sustainable biomaterial-based packaging.

Crossing borders: A global approach to short-duration credit
  • 1 day ago

An allocation to global short-duration crossover credit may offer US and US dollar-focused investors multiple benefits, argues Eric Schure.

Wilshire Weekly Market Report — May 23, 2025
  • 1 day ago

Wilshire's market dashboard publication covering US and Global asset markets and portfolio returns.

Japan: Higher ceiling on DC pension contributions proposed
  • 1 day ago

Japan’s Ministry of Finance proposes changes to help boost retirement savings, including increasing the tax-effective monthly ceiling on contributions to an employee’s defined contribution account.

Guide to the Markets - UK
  • 2 days ago