MACROECONOMICS
Private assets: Owning change in a transforming world
Where do the long-term opportunities for private capital lie?
Beyond the mega-caps: Opportunities in global equities
Columbia Threadneedle Investments maintain a constructive outlook for equities,...
Fiscal expansion to propel US economy in multispeed world
US economy expected to outperform in 2026, but other regions may lag as...
Sticky, not scary: Why investors shouldn't fear inflation
Liam O’Donnell, who leads the Artemis fixed income team's strategy on macro...
2026: A year for optimism – not complacency
Exciting opportunities exist, but global tensions and market risks remain…...
Is a total portfolio approach the answer to market uncertainty?
How does it differ from a strategic asset allocation framework?
AI acceleration drives huge infrastructure demand
Amid economic and global uncertainty, the need for infrastructure investment...
Falling rates, tight credit: Fixed income in 2026
Fixed-income investors face falling rates, tight spreads and a fragile...
What lies ahead for investors in 2026?
Following the turbulence and uncertainty of 2025, what do investors need...
Private credit endures across environments
How do floating-rate structures offer yield protection?
Does ignoring history put investors at risk?
Knowledge of the past can give investors an edge in identifying future...
Elements of change: Investing in an uncertain world
Analysing the new era of market dynamics through Royal London Asset Management’s...
