Macro

Find the latest macro analysis and insights

US/Israel/Iran Conflict
  • 03 Mar 2026

Energizing autonomy: Europe’s new power play
  • 03 Mar 2026

Europe has entered a moment in which sovereignty is no longer a lofty political ideal but a pressing strategic imperative. Europe’s energy transition has evolved from primarily an environmental age...

US/Iran conflict: global equity impact
  • 03 Mar 2026

For markets, the swing factor in “Operation Epic Fury” is whether escalation stays military-to-military or migrates into significant and prolonged energy + logistics disruption, according to Temple...

Tax Highlights from the 2026 Alberta Budget
  • 03 Mar 2026

Alberta Budget 2026: revenue dips, oil forecast lowered, $9.4B deficit, no tax rate changes, new levies on rentals/tourism, higher education tax, new caregiver credit.

Emerging Markets Insights: War in Iran and falling tariffs
  • 03 Mar 2026

Operation Epic Fury and the impact on the equity risk premium and inflation risks, in addition to US tariffs the China National People's Congress are three things to watch in this month’s Emerging...

Where global economies sit in the AI stack
  • 03 Mar 2026

While global investors have been focusing on other emerging markets, Brazil has been working through political and fiscal changes. Now, the country's economic indicators are improving, and capital...

Iran, energy shocks and the inflation challenge
  • 03 Mar 2026

As the US-Israeli military operation in Iran enters its fourth day, markets are continuing to react to rhetoric from both sides and attempting to gauge how long the conflict may last and what the i...

Royal London Asset Management successfully launches €500 million Hambridge CLO II — the largest European CLO year-to-date
  • 03 Mar 2026

Royal London Asset Management is one of the UK’s leading investment companies, managing assets on behalf of a wide range of institutional and wholesale clients in the UK and internationally.

Guide to the Markets - UK
  • 02 Mar 2026