MACROECONOMICS
Why Germany's latest reform push probably won't fix its growth problem
Berlin's new economic package has some sensible ideas, but the big issues...
How geopolitical shifts are driving structural repricing across asset classes
As energy security, supply-chain resilience and reserve diversification...
Natural Gas: A growing source of global energy and uncertainty
Despite the declining use of coal and, over the longer term, oil, natural...
From spring slump to summer surge
The US market struck fresh highs near the year’s midway point, rallying...
Global growth expected to slow to 2.5%, says Allianz
As the Middle East conflict de-escalates – despite temporary flare-ups...
Fragmentation premium: Markets recalibrate for a divided world
As efficiency gives way to security, investors face a steeper cost for...
M&G's Life Investment Office sets out its Q3 2026 market outlook across geopolitics, private markets and the active-passive debate
The 80-strong team managing £159 billion, including the £70 billion PruFund...
US small-caps: Small in size, big in potential?
After a decade of underperformance versus large-caps, US small-caps may...
Can the global economy stay resilient?
Geopolitical tensions haven’t discouraged investors, who seem long-term...
Tech stocks stumble, but the wider market tells a calmer story
Why a sharp semiconductor sell-off may say more about positioning than...
Why Andy Burnham's smooth succession may be less reassuring than it looks
UK politics: Continuity priced in, risks simmer
UK stocks: Value trap or value opportunity?
A decade after Brexit, could UK equities be poised for a bounce back?
