Institutional Global Macro Outlooks 2026

Below are the summary pages and links to the 2026 global macro outlook reports from the world’s biggest financial institutions. These give insights on how some of the largest money managers are positioning based on market expectations. No one can predict the future but  big trends tend to persist and thought leadership can play a key role in setting direction. … Read More

UK Markets 2019 – A Lookback : Exceptional Bull or the Case for a Catch-Up?

Summary 2019 saw the UK markets bounce back with double digits gains across all indices and the FTSE 250 ranking third in the world in terms of performance adding almost 27% :  the FTSE 100 added 12% and the AIM All-Share 11.6%  (Figure 1). On the face of it, this would appear to be a stellar bull year with a … Read More

2019 A Lookback Part 1: Exceptional Bull or a Case of Catch-Up?

Summary   2019 saw the UK markets bounce back with double digits gains across all indices and the FTSE 250 ranking third in the world in terms of performance adding almost 27%. On the face of it, this would appear to be a stellar bull year with a rising tide lifting all boats . The backdrop of diminished fears of … Read More