Global Macro Research: State of the world
Markets have started to price in UK policy easing in 2024, but we believe those looking for aggressive cuts may be disappointed.
Read morePerspectives
Global macro, Economics
Asset Allocation in Focus
The performance of any asset class is driven by a complex set of forces
26 November 2025
Global macro, Economics
France: steps towards a second eurozone sovereign crisis
France faces a precarious political and fiscal outlook, with implications for investors to consider.
25 November 2025
Responsible investment, Multi-asset, Fixed income, Solutions
Thoughts for 2026
With the end of the year approaching, we provide our outlook for key asset classes in Thoughts for 2026.
24 November 2025
Fixed income
US Munis the sweetspot between Treasuries and Corporate Bonds
In our view, US taxable municipal bonds remain an underappreciated asset class for many non-US investors.
19 November 2025
Fixed income
The case for global short-dated high yield
We outline the potential benefits of a global, short-dated approach to high yield credit.
19 November 2025
Global macro, Economics
Business investment, profits and the growth cycle
We explore the evolving role of business investment – particularly the recent surge in AI-related capital expenditure – as a key driver of global growth.
18 November 2025
Global macro, Economics
Rare earths versus semiconductors – what are they playing at?
President Trump is playing poker; President Xi is playing weiqi.
10 November 2025
Global macro, Economics
Navigating the US data shutdown
The US federal government shutdown has delayed several key economic data releases, forcing markets to pay closer attention to alternative data sources and complicating the Fed’s decision-making process.
21 October 2025
Fixed income, Global macro
Follow the rhythm of financial markets with Insight Investment
Follow the rhythm of financial markets with Insight Investment.
20 October 2025
