Macro

Find the latest macro analysis and insights

Apex Group Expands Regional Footprint with New Qatar Office
  • 24 Feb 2026

Apex Group today announces the successful licensing and opening of its new office in Qatar, marking the firm’s continued expansion across the Gulf region.

Parallel Lending Explained: Accessing European Private Credit Alongside Banks
  • 24 Feb 2026

Private credit continues to evolve, with banks and asset managers increasingly working together to finance the European middle market. In the latest episode of the Muzinich Podcast, Grant Davidson...

In Credit Weekly Snapshot – Rip it up (and start again)
  • 24 Feb 2026

On Friday, the US Supreme Court ruled that Donald Trump administration’s use of the International Emergency Economic Powers Act to impose broad-based tariffs was unconstitutional.

JH Explorer: Hong Kong is back! With property at the forefront
  • 24 Feb 2026

Hong Kong’s residential property market is in a recovery phase driven by supportive macro conditions, stronger household balance sheets, and renewed demand.

Playback | Time for Europe! Reforms, Resilience, Rebalance
  • 24 Feb 2026

Amundi webinar 19 February 2026: experts review Europe’s reforms, defence steps and macro/sector trends

Digital Bill – Trade Finance’s New Frontier
  • 24 Feb 2026

The digitization of the traditional paper-based Bill of Exchange (BoE) is transforming trade finance through landmark legal reforms like the UK Electronic Trade Documents Act and New York’s UCC Art...

The good news and the bad news
  • 24 Feb 2026

Lowering return expectations even while ’macro’ looks solid.

Tariffs take Supreme hit
  • 24 Feb 2026

Here's the latest weekly update from our investment team.

Behind the numbers: Q4 GDP
  • 24 Feb 2026

Gross domestic product undershot expectations last quarter, but the shortfall appears driven more by the temporary government shutdown than broad-based weakness. Consumer demand remains resilient,...