global macro

Here is a look at the macro factors that drove markets in May.

We expect that most major central banks will be cutting interest rates by the end of the year as inflation slows and economic growth is low.

Key Points: • Global economic growth has improved a little and the US economy remains very resilient. However, progress towards lower inflation has slowed. •...

PIMCO, Fidelity and Western Asset reveal what they’re watching most closely and where they think markets will be 12 months ahead

Fixed income specialists from PIMCO, Fidelity, and Western Asset forecast the first interest rate cuts and discuss portfolio positioning

It was sometime in mid to late 2021 when Evergrande first hit mainstream headlines. At the time, there were increasing reports that the developer was in financial...

And why investors should be more nuanced when allocating to various assets in this market.

Next year will be predictable with calm waters and no surprises…SAID NO ONE EVER!

The key insights and nuggets from Wall Street CEOs as they hand down their latest quarterly results.

There has been no shortage of commentary highlighting the economic challenges that China has been facing. A property sector in crisis. A disappointing recovery after...