macro

Central bank BOK warns of household lending risk on growth, inequality

South Korea’s central bank warned that household lending in the country has leaped to the world’s third highest and could hurt long-term...

Alternative investments Find opportunities amid macro uncertainty in 2023: M&G

Markets today are in the midst of a shift as interest rate hikes are nearing their end and economic growth is challenged. Other changes in demogra...

Asset management Global macro investing to revive for more volatile age: M&G

The value of investments will fluctuate, which will cause prices to fall as well as rise and investors may not get back the original amount they inv...

Corporate investment Korea’s Q1 facility investment cut in half, spooked by macroeconomic risks

South Korea’s major companies are drastically cutting their capital spending as heightened macroeconomic risks coupled with growing external u...

Memo from Howard Marks Thinking about macro

For a piece of information to be desirable, it has to satisfy two criteria: it has to be important, and it has to be knowable. – Warren BuffettR...