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From the US Market Desk: Micro Over Macro
  • 17 Aug 2026

Get ready each week with high-conviction insights that go beyond media headlines.

Take Two: US inflation slows; Eurozone economy edges ahead in Q2
  • 17 Aug 2026

What do you need to know? US annual inflation slowed for a second consecutive month to 3.4% in July, from...

A softer dollar, but not yet a bear market
  • 14 Aug 2026

A softer US dollar faces near-term headwinds, but resilient growth, elevated yields, and geopolitical risks suggest a bear market is not yet here.

An Allocator’s Guide to Alternative Investments
  • 14 Aug 2026

Alternative investments can enhance portfolio outcomes, but success depends on a disciplined, well-resourced approach that carefully navigates complexity, liquidity, and manager selection while tak...

AOR Update (Podcast): Are Current Strong Earnings a Bubble?
  • 14 Aug 2026

In this latest Talking Markets podcast, Jeff Schulze, Head of Economic and Market Strategy at ClearBridge Investments, tells us that the US economy is holding firm, with recession risk at just 20%,...

Engage. Challenge. Escalate. Holding companies to account on workplace culture
  • 14 Aug 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.

The week in markets: Data over drama
  • 14 Aug 2026

Encouraging inflation data calmed concerns about higher rates just as another wave of strong AI news kept investors firmly focused on growth.

UK GDP: Still surprisingly robust
  • 14 Aug 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.

View from the markets: Scorchio!
  • 14 Aug 2026

By Chris Iggo, Chair of the Investment Institute and CIO for AXA IM Core, BNP Paribas Asset Management The weather...