MACROECONOMICS
When the weather heats up, so can inflation
Unusual early summer heat may be just the start, with El Niño expected...
Why markets are watching rising defence spending
Higher defense spending will be closely watched by markets for its impacts...
What's Hot: What falling oil inventories could mean for energy markets
Global oil inventories are falling at a record pace as the Strait of Hormuz...
European defence: Strong fundamentals behind a soft market
European defence equities have de-rated on sentiment, not fundamentals....
Navigating transition risks in an uncertain world
Are markets too focused on outcomes?
Markets are underestimating the persistence of inflation
The US-Iran conflict has abruptly moved stagflation from a tail risk to...
The quiet erosion beneath US growth
Macro Signposts highlights takeaways from the data analysis conducted by...
Climate power plays: Energy, geopolitics and the repricing of risk
Global policy shifts are rewiring energy supply and control — and repricing...
Is Uzbekistan the most compelling frontier reform story today?
Structural reforms have created new opportunities for investors.
Big Beautiful Bonds: Why big tech's borrowing boom is reshaping credit markets
The biggest shift in credit markets over the past six months hasn’t come...
What is powering the frontier market rally?
Frontier economies are benefiting from structural and macro tailwinds....
Illiquidity premia in private debt
Aviva Investors' research team crunched the data to explore how evolving...
