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Checkpoints is a comprehensive monthly chartbook highlighting major top-of-mind themes that could shape financial markets in the near term. In addition to the broader macroeconomic discussion, Chec...
The UK government’s growth ambitions require the infrastructure investment landscape to transform. Explore how policy reform and long-term partnerships can help mobilise pension capital into projec...
As conflict-driven energy shocks ripple through economies, the world’s leading central banks remain on the starting blocks – poised but cautious, holding rates steady as they await clearer signals....
Explore key US regulatory updates for Q1 2026, including SEC, FinCEN, FTC HSR revisions, crypto regulations, and compliance impacts for financial institutions
US-Iran ceasefire strains kept oil stress in focus as G4 central banks stayed on hold. EM policy diverged, with Brazil cutting rates, Indonesia pledging FX support, and Vietnam’s outlook upgraded.
Energy buyers to rethink supply lines With energy stocks off recent highs, Jean Ann joins the podcast to discuss what may be ahead and why she believes that cash flow generation at Integrated oil c...
Europe’s quest for greater autonomy is often framed through the lens of regulation, industrial policy, and strategic technologies such as semiconductors, cloud computing, and AI.
CMS’s 2027 MA Final Notice points to retiree market stability, while group post-65 plans grow riskier, pushing employers toward individual Medicare exchanges.
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