Macro

• 12 hours ago

Investor uncertainty made for volatile markets, with questions remaining around artificial intelligence company valuations and the prospect of a U.S. rate cut next month, as delayed employment data...

By Stone Harbor Investment Partners In Fixed Income, Thematic / Megatrends, Equities, Macro, Emerging Markets

• 12 hours ago

The UK Autumn Budget is just around the corner, and there’s a lot riding on what the chancellor decides to do next. Investors are watching closely, not just for the usual tax and spending headlines...

By J.P. Morgan Asset Management In Macro, Wealth Practice

• 1 day ago

Timely insights from inside Washington.

By AGF Investments In Macro

• 1 day ago

By CBRE In Emerging Markets, Private Markets, Macro, Equities

• 1 day ago

Our Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, share their views on the economy, their rate-cut outlook, and portfolio positioning in today’s environment.

By John Hancock Investment Management In Portfolio Construction, Equities, Macro, Sustainability

• 1 day ago

By Rothschild & Co In Industry, Macro

• 1 day ago

S&P Latin American equities have done well in 2025, with Peruvian equities demonstrating strong performance even beyond this year (see Exhibit 1). The S&P Peru Select 20% Capped Index had an annual...

By S&P Dow Jones Indices In Equities, Emerging Markets, Macro

• 1 day ago

Investments from the US gov't make this time different The recent US-China agreement may secure short-term access for rare earth elements, but it doesn't alter the strategic need for domestic suppl...

By Bank of America In Macro, Emerging Markets, Commodities, Equities, Industry