Macro

Find the latest macro analysis and insights

22901 results found

Abbott announces membership with the Bundesverband Alternative Investments e.V.
  • 1 year ago

We’re proud to announce our new membership with the Bundesverband Alternative Investments e.V. (BAI), the central advocacy association for the alternative investment industry in Germany.

What does higher inflation volatility mean for the future of diversification?
  • 1 year ago

We believe the longer-term inflation regime will be one of higher inflation volatility. This is likely to affect the bond/equity correlation, making portfolio diversification more challenging.

Global real estate market outlook Q2 2024
  • 1 year ago

The UK, US, and parts of Europe, are expected to lead the recovery.

UK real estate market outlook Q2 2024
  • 1 year ago

UK real estate looks poised for a modest recovery, following a collection of positive movements in the economy

Reflections on DWP’s Options for DB Schemes consultation
  • 1 year ago

Read our thoughts on the UK government’s private sector defined benefit proposals.

Argentina: is it different this time?
  • 1 year ago

Argentina faces many challenges. Triple-digit inflation, recession and more. Can the unconventional PM turn it around? We share our views.

UK charities are exploring private markets
  • 1 year ago

Could private asset investing help you boost impact, diversification and returns?

To CCC or not to CCC, that is the question
  • 1 year ago

With rate cuts on the horizon, what’s next for US high-yield bonds? We share our views.

The monthly macro outlook video - April 2024
  • 1 year ago

In our Monthly Macro video for April, Paul Diggle, Chief Economist, discusses the ‘on-again, off-again’ prospects for economic ‘soft landings’ in the major economies.