Macro

Find the latest macro analysis and insights

Asia Fixed Income Investment Outlook – Quarterly Update
  • 03 Jun 2026

Chris Lau and Norbert Ling from Invesco's Fixed Income team share their investment outlooks for Asia investment grade and high yield bonds for Q2 2025. Read more

Monthly Cash Review – USD
  • 03 Jun 2026

Year-end brings policy uncertainty and liquidity challenges for US money markets, with a possible new FOMC chair and rate shifts adding intrigue to December.

JPMorgan Funds - Supplement for UK Investors
  • 03 Jun 2026

Climate Power Plays: Energy, Geopolitics and the Repricing of Risk
  • 03 Jun 2026

Global policy shifts are rewiring energy supply and control—and repricing risks and opportunities. Climate change has become a defining force in geopolitics. As governments respond to record heat...

ETF inflows set records as leadership narrows
  • 03 Jun 2026

Record ETF flows highlight concentrated equity positioning and strong fixed income demand as investors navigate resilient earnings and rising macro uncertainty.

Infrastructure, Inflation & Income: How Listed Infrastructure May Work in Today’s Portfolios
  • 03 Jun 2026

Midyear Macro Outlook: Persistence, perception and the path ahead for markets
  • 02 Jun 2026

Markets remain strikingly resilient despite geopolitical strain, but how they absorb economic and technological uncertainty will shape the path ahead.

What stock market pessimists may be missing
  • 02 Jun 2026

Some investors may be skeptical, but easing inflation, lower rates, and strong earnings may mean markets could still have room to run.

Uncommon truths: Is AI delivering?
  • 02 Jun 2026

AI has certainly delivered for investors in the enablers but what about users? Unemployment is trending up in some countries, US productivity growth is rising and profits have been strong.