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
Asia’s corporate bond markets holds firm as risks build up
Recent geopolitical headwinds have rattled Western bond markets, while Asia’s credit markets have remained stable - at least for now
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: fertiliser prices, European industrial production, China’s GDP
Inflation caused by the Middle East conflict is felt in commodities markets, as financial conditions tighten and industrial production slows down
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Macro focus: the productivity puzzle
Productivity growth will stay at the mercy of macroeconomic forces, but technology adoption will remain as important as ever
Global economy tested by Iran war
Markets and central banks are viewing the supply shock as having a greater impact on inflation than on growth – for now
IPE Quest Expectations Indicator – April 2026: repercussions of war in Iran
Managers expect continued pressure on equity markets, as the wider effects of the Iran war are felt both in terms of sentiment and actual growth
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
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.
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