Macro

Find the latest macro analysis and insights

Tax Highlights From The 2026 Saskatchewan Budget
  • 23 Apr 2026

Saskatchewan’s 2026/27 budget projects an $819M deficit, boosts affordability tax credits, indexes PIT brackets, expands R&D incentives, and revises resource programs.

Research in focus: Quarterly sector update
  • 23 Apr 2026

Despite the volatile macro environment, the Research Team continues to see compelling opportunities across sectors shaped by powerful secular themes.

How vulnerable are US corporate earnings to an oil supply shock?
  • 23 Apr 2026

As the Q1 earnings season approaches, we consider the extent to which US corporate earnings will be harmed by disruptions to the oil supply.

Corporate hybrid boom comes with pricing risks
  • 23 Apr 2026

Corporate hybrid issuance is on track for a record year in both Europe and the US, driven by expanding supply well beyond the traditional utilities, energy, and telecoms issuers.

Global Investment Management Survey
  • 22 Apr 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.

Japan amplification risk: yen weakness and terms-of-trade shock
  • 22 Apr 2026

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
  • 22 Apr 2026

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...

Commercial Real Estate: It’s More Diverse Than You Think
  • 22 Apr 2026

The opportunity set in this wide-ranging market extends well beyond office properties. Investors often view commercial real estate (CRE) through the narrow lens of the office sector. We think this...

"The market is stronger than any politician, including Trump"
  • 22 Apr 2026

Nicolas Faller, Co-CEO of UBP Asset Management, which oversees EUR 34 billion in AUM, expresses confidence in a swift resolution to the conflict with Iran.