Macro

Find the latest macro analysis and insights

What US mega-cap IPOs mean for investors
  • 25 Jun 2026

Mega-cap IPOs in 2026 show why private market access is crucial. Learn how companies like SpaceX and OpenAI impact market dynamics and your investment approach.

Engineering Liquidity: Secondaries in 2026
  • 25 Jun 2026

Adams Street Partner & Head of Secondary Investments Jeff Akers recently took part in PE Wire’s Engineering Liquidity: Secondaries in 2026 webinar to discuss how the secondaries market is evolving....

Now is the time for European high yield investors to consider going global
  • 25 Jun 2026

For European high yield investors, the case for going global is becoming harder to ignore. As growth, inflation and policy paths diverge across regions, a broader opportunity set gives investors mo...

Bond Bulletin: Lower oil prices and central bank repricing
  • 25 Jun 2026

Last week’s meaningful decline in oil prices, following the announcement of a peace deal memorandum between the US and Iran, intersected with a number of central bank meetings, including a hawkish...

What a carry-on: starting yields as a valuation tool for sovereign bonds
  • 25 Jun 2026

Do starting yields predict US Treasury returns? Analysis using FTSE Russell indices shows how initial valuations relate to future performance.

In Credit Weekly Snapshot – What’s new pussycat?
  • 24 Jun 2026

Larry the long-serving 10 Downing Street cat is set to welcome yet another UK prime minister, the seventh in a decade. Elsewhere, there was a repricing of interest rate risk on hawkish noises from...

Rate hikes would be a mistake
  • 24 Jun 2026

We believe the US Federal Reserve (Fed) will not hike rates — and that it would be a mistake to do so. Despite market consensus pricing in two rate hikes, the U.S. economy is on a structurally weak...

2026 Insurance Midyear Investment Outlook
  • 24 Jun 2026

Risk assets have held up in 2026, but we believe tight credit spreads, geopolitical risks and inflation uncertainty mean insurers should stay cautious heading into the second half. For insurers glo...

Total Portfolio Approach (TPA) deep dive: Inflation risk
  • 24 Jun 2026

Exploring how Total Portfolio Approach (TPA) could be an effective solution to build inflation resilience.