Macro

Find the latest macro analysis and insights

2025 UK Healthcare Sentiment Survey
  • 11 hours ago

CBRE’s 2025 UK Healthcare Sentiment Survey canvassed the views of over 200 investors, developers, and providers on their valuable insights into the healthcare market.

Monthly Market Review | March 2025
  • 11 hours ago

Global US equities ended the first quarter of 2025 on a softer note, with the S&P 500 falling 5.75% in March amid heightened uncertainty over US trade policy. The constant back-and-forth on tariff...

Investment Event
  • 1 day ago

US Tech: Dip or blip?

Corporate Health: Stability in a Late-Stage Expansion
  • 1 day ago

In our view, the corporate health outlook remains solid as we mark the third anniversary of the..

Playing a Bigger Game | Carol Geremia, MFS President
  • 1 day ago

Current issues like interest rates, signs of recession and geopolitical risk are beyond our control. Carol Geremia writes that playing a bigger game means rising above the noise to build resilience.

Investment and risk implications of Trump’s Liberation Day
  • 1 day ago

The tariff decisions on Liberation Day portend a range of investment risks and opportunities that require nimble portfolio management.

Liberation Day Trade Tremors
  • 1 day ago

Global markets winced as the US announced a new wave of tariffs on 2 April (April 3 – Malaysia Time), imposing a 10% baseline duty across a broad range of imports.

Tariffs: worse than expected, uncertain outlook
  • 1 day ago

The Viewpoint: Is the old economic order over?
  • 1 day ago

The initial reaction to ‘Liberation Day’, when the US unveiled its tariffs on other countries it has accused of taking advantage of it, has not been a good one. The scale of tariffs, which reach...