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The Bank of England (BoE) is in a challenging position as the UK economy battles with still-sticky inflation and questions around the growth outlook. Last week’s data showed headline inflation acce...
This month, we discuss disruptive trends in AI, Space Tech, U.S. Electrification, FinTech, U.S Infrastructure and Semiconductors.
At Macquarie Asset Management, we share perspectives from our investment professionals and industry experts on important matters affecting markets and investors.
When evaluating outsourced investment management, implementation deserves attention alongside investment strategy. The questions below can help institutional leaders discuss transition planning, ri...
Thank you to everyone who joined us for Meketa's 2026 Emerging & Diverse Manager Research Day roundtable discussion, covering how artificial intelligence is reshaping investment manager due diligence.
Agency mortgage spreads remain unusually wide, creating attractive opportunities in high-quality fixed income. Portfolio Manager Daniel Hyman discusses where active managers may find value in agenc...
The long / short report provides a geographic analysis of the long/short market by sector, using S&P Global Market Intelligence's securities finance short interest data.
Financial market coverage by the UBS CIO House View. The combination of diversification, income, and potential price appreciation offered by quality bonds means fixed income remains attractive.
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