Investment
In-depth reporting and commentary on the investment industry. IPE team offer regular insight and analysis on the latest developments along with heavyweight interviews and data analysis
In Depth
Asian sovereign bonds gain appeal as investors seek diversification
Sovereign issuers from Asian developed and emerging economies are attracting capital flows from global investors
Charts watch: supply chain pressures, US Treasury market, EU unemployment
Volatility has taken hold of the US Treasury market, but inflation forecasts are not moving upwards so far
Macro focus: US Fed faces balance sheet reduction trilemma
US Fed chair nominee Kevin Warsh says the US economy needs lower rates and that the Fed needs a smaller balance sheet at the same time
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Fixed income, rates, currencies: markets on high alert for inflation spike
The US-Iran conflict might not cause the inflation surge seen in 2022, but higher prices and weaker economic growth are possibilities
IPE Quest Expectations Indicator - March 2026
Net equity sentiment statistics have been up generally for several months in succession. The scores are again closely bunched together. There is clear optimism in the figures, which have yet to reflect the impact from the hostilities in the Middle East, such as the threat of spiralling inflation.
Fixed income, rates, currencies: Joint US-Israel war on Iran sends oil price to 12-month high
Global markets had seemed relatively benign despite signs of impending instability – but the military strikes on Iran have upended any optimism
Chart watch: Policy uncertainty, EM spreads, US jobs, German manufacturing
Despite global policy uncertainty, EM spreads have remained tight, and German manufacturers ended 2025 on a high
Housing affordability: an elusive goal
Despite efforts to tackle the housing crisis across much of the developed world, the barriers to building sufficient affordable homes remain wearyingly high
Corporate reform underpins Japan’s record equity run
Japanese equities surged to record highs last year, amid confidence that government policy and the new regulatory framework will continue to support investment
IPE Quest Expectations Indicator - February 2026: confidence inspires risk-on behaviour
With inflation seemingly under control, and the threat of trade war retrenching, the prospects for equities are positive across the board
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