MACROECONOMICS
Three key factors underpinning a new era of resilience for Spanish banks
The banking sector has undergone significant restructuring since the Global...
Who will be the new global economic leaders?
With the shifting global landscape, who will be the new economic leaders?...
Summer's not cancelled - consumers will be spending
Consumer discretionary stocks such as airlines look attractive.
The inflation picture is changing
After a slow deceleration of US inflation in the first half of 2023, markets...
Are investors prepared for the new economic cycle?
Amid rising interest rates and a significant repricing in the market, are...
Where are the opportunities for multi-asset funds in a high rates world?
Investors in multi-asset income funds can benefit from an improved payout...
Global asset allocation: June insights
The outlook remains mixed as central banks reach peak tightening.
ECB Policy Rates - How high will it go?
With inflation remaining sticky it is expected the ECB will raise it's...
Stubborn services inflation is keeping the Fed on guard
We’ll need to see more of a deceleration to be confident in overall inflation...
Orchestrating the world's largest economy
The Federal Reserve is known as the orchestrator of the world’s largest...
What next from the Fed?
After pausing rate hikes in June, are we likely to see the Federal Reserve...
Webinar replay: T. Rowe Price's 2023 mid-year market outlook
Despite volatility, opportunities await skilled active managers.
