At Aon, our team of economists and investment research experts conduct asset class and macroeconomic research to build our investment views and capital market assumptions. This work supports our portfolio managers and clients to navigate financial markets and make informed investment decisions.
Latest Insights
Burham Closes in on the Leadership? Implications for Investors
Andy Burnham’s Makerfield victory increases the probability of a leadership change before the autumn, keeping UK political risk firmly on the radar. Aon’s economists consider the implications for institutional investment portfolios.
Our latest commentary on geopolitical tensions in the middle east, the impact for financial markets and central bank considerations.
Oil Price Watch: Why Haven’t Prices Risen More Sharply
Oil prices have been more contained than widely expected considering the scale of disruption to flows through the Strait of Hormuz. Analysts have struggled to reconcile the extent and duration of oil supply disruption with the size of the moves we have seen. This piece considers the price movements to date and likely effects of a re-opening of the Strait.
UK Local and National Elections: Early Results Provide Relief for Gilt Market
Aon’s economists react to the UK’s political uncertainty after Labour’s recent local election results, the challenges for Prime Minister Keir Starmer, and the effects on financial markets, especially gilt yields; and, how shifts in leadership or policy could influence investor sentiment and demand for gilts.
Key takeaways from the 2026 Spring Statement, including updates on UK gilt sales, economic forecasts, and political shifts.
Investment Insights & Outlook for 2026
Expectations for the year ahead, together with insights from Aon’s economists, Chief Investment Officers and specialists working on behalf of pensions, insurance and not-for-profit portfolios.
Quarterly Economic & Markets Outlook Webinars
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On Demand: Q2 Outlook, The Middle East and UK Local Elections
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On Demand: Q1 Outlook & Unlocking Credit Opportunities
For more information, or to talk to an investment expert, contact [email protected]
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