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Macro and market Fiscal policy Inflation Economic cycle Interest rates Macro Monetary policy Investment Angles Article Wealth
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Twilight zone: how to interpret today’s uncertain macro picture

Macro Strategist John Butler and Investment Director Marco Giordano explore how to interpret today’s uncertain macroeconomic picture and its key implications.

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Marco Giordano
Marco Giordano
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4 min
Article
2026-09-30
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Macro and market Economic cycle Outlook Article Wealth
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Could the global policy response misfire?

In their mid-year macro outlook, Macro Strategists John Butler and Eoin O’ Callaghan discuss how the global policy response to the trade shock could misfire, with major implications for investors.

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Eoin O'Callaghan
Eoin O'Callaghan
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Article
2026-06-30
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3 min
Macro and market Inflation Wellington on Washington and the World USA Article Wealth
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Could “Liberation Day” trigger a shift in capital flows?

John Butler discusses groundbreaking US tariffs, their impact on capital flows, and the changing investor perception of the US and Europe.

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3 min
Article
2026-05-31
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