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US macroeconomic research covering inflation, employment, Federal Reserve policy and their implications for equity and bond markets. Publishes economic forecasts and interpretations that often challenge consensus, with Substack articles complementing a separate premium report service.

Research arising from equity and fixed-income Sub-Investment Committees, including industry and company theme

Longer thematic analysis informing emerging-market allocation decisions. Also used for the Annual Emerging Markets Outlook

Global macro review, country developments and performance/valuation tables across emerging-market debt and equities. Particularly useful for following emerging-market policy, sovereign credit and relative valuations.

Business, markets and investing commentary with guests, “expert insight and hot takes”. Downtown Josh Brown, Michael Batnick and rotating guests

Monetary-policy decisions, forecasts, speeches, statistics and research for the United Kingdom.

Official speeches explaining Bank of England policymakers’ assessments of the economy, monetary policy and financial-system risks. Combines policy discussion with economic evidence, covering interest rates, inflation, financial markets, regulation and developments in money and payments

Global investment research focused on macroeconomics, markets and asset allocation.

FX-focused macro commentary sharing trade ideas, currency positioning and the reasoning behind trading decisions, alongside insights into portfolio construction and trading psychology.

A twice-weekly show exploring global macro themes, investment ideas and market positioning. Ben Brey and Rupert Mitchell combine their own market discussions with interviews featuring investors, economists and other market practitioners

Research and statistics on central banking, financial stability and the international financial system.

A global macro publication connecting economic themes with specific investment ideas. Rupert Mitchell shares his research, trading rationale and portfolio decisions across asset classes, alongside companion podcasts and market discussions.