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Perspectives

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.

US exceptionalism at a crossroads

US exceptionalism has underpinned a long period of asset outperformance, but we stand at a cross roads, and this long standing trend may be drawing to a close.

Enhancing returns in fixed income markets

Jill Hirzel, senior investment specialist at Insight Investment, explains why an active approach to fixed income investing has beaten returns on passive over the past 10 years.

Global macro

Global macro research: editorial committee

The Global Macro Research Editorial Committee reviews research on thematic long-term investment issues from our global investment teams, and commissions research on topics it believes could be impactful to markets.

30 November 2021