Global Macro Research: An unstable equilibrium
The global economy is balancing on an unstable equilibrium. Are you prepared for the shift when it comes?
The global economy is balancing on an unstable equilibrium. Are you prepared for the shift when it comes?
Geopolitics, Global macro
Disruptions at the Strait of Hormuz are spreading to fertiliser supply chains, food prices, electricity generation, and water security.
10 April 2026
Currency
We have seen a significant increase in geopolitical risks over the past quarter.
09 April 2026
Economics, Global macro
Deglobalisation, fiscal dominance and demographic change point to a world of greater volatility, higher inflation risk, and wider cross‑country divergence.
09 April 2026
Fixed income
Despite three of the nine policymakers voting for a rate cut, the BoE kept rates unchanged at 4.75% during its December policy meeting.
09 April 2026
Economics, Global macro
The global economic order is changing. Old assumptions no longer hold, and new risks and opportunities are emerging.
08 April 2026
Fixed income
Stories and events across the markets in recent weeks and a summary of Insight’s outlook for the major economies and fixed income asset classes.
08 April 2026
Video, Fixed income
Peter Bentley, Global Head of Fixed Income, discusses current opportunities and misperceptions in fixed income.
27 March 2026
Currency, Global macro
A rapidly expanding digital marketplace demands faster payments, and stablecoins are gaining traction as an efficient digital payment system.
10 March 2026
Fixed income, Global macro
We explain the role of AI governance and how it might be assessed in seeking to manage portfolio risks.
27 February 2026