Macro

Find the latest macro analysis and insights

AI, macro events, and diversified returns
  • 22 hours ago

In a UBP-hosted podcast, Kier Boley, CIO of UBP Alternative Investment Solutions, spoke with Joseph Kelly, Managing Partner at Campbell, about two themes currently shaping conversations with invest...

UK Real Estate: Talking Points July 2026
  • 22 hours ago

Welcome to our concise quarterly snapshot of current real estate market trends.

US Multi-Sector
  • 22 hours ago

US Credit
  • 22 hours ago

Market Perspectives: Tipping point?
  • 28 Jul 2026

The coming week may turn out to be a tipping point for markets over the summer, as investors assess key developments in monetary policy, corporate earnings and geopolitics.

Seeking Steady Income in an Unsteady World
  • 28 Jul 2026

The views expressed herein do not constitute research, investment advice or trade recommendations, do not necessarily represent the views of all AB portfolio-management teams and are subject to cha...

The yen: carrying the weight of the world’s risk tolerance
  • 28 Jul 2026

Despite BOJ normalisation and improving domestic fundamentals, the yen remains weak because low-cost yen funding continues to support global risk assets. While carry trades, favourable liquidity co...

Navigating the yield curve in today’s market
  • 28 Jul 2026

How the Fed's new tightening bias plays out in the short end of the yield curve.

The Hormuz conflict
  • 28 Jul 2026

Iran-US tensions may persist through a cycle of escalation and negotiation, supporting energy prices, bond yields and the US dollar while keeping central banks cautious.