Eoin O'Callaghan Profile
Eoin O'Callaghan
Macro Strategist
London
Eoin is a macro strategist who focuses on macro forecasting and analysis for the Western European economies including the UK, EMU, Scandinavia, Switzerland, and Poland. He contributes to the management of global portfolios for the firm’s clients around the world, and his research provides valuable insights to investors throughout the firm as he translates macro data into investable ideas and themes.

Insights By Eoin O'Callaghan

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Macro and market Monetary policy Outlook Content CoE Program Global Program Article
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The year of uncertainty: 5 macro themes to watch in 2025

Macro Strategists John Butler and Eoin O’Callaghan outline five macro themes for investors to watch in 2025 in a year they see defined by exceptional uncertainty and an extraordinary macroeconomic backdrop.

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By

John Butler

Eoin O'Callaghan

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6 min
Article
2025-11-30
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Outlook Economic cycle Geopolitical Inflation Macro Article No Optimizely
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Global Economic Outlook

Our macro strategists continue to expect that the interlinkages between countries, central bank policies, and market pricing will change, creating potentially attractive opportunities for active portfolio management and security selection.

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Article
2025-11-30
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Mid Year Outlook Designs 4_sd_v2
Interest rates Monetary policy Outlook Economic cycle Fiscal policy Macro USA Japan Europe France Germany Italy United Kingdom Fixed income Macro hedge funds Credit Government bonds Investment grade Article
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Governments have been slow to reduce their fiscal deficits — it could cost them

Our expert explores the investment implications of continued excessive deficit spending by G7 countries.

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Eoin O'Callaghan

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4 min
Article
2025-06-30
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Germany Macro and market Fixed income Macro Fiscal policy Article
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Why structural change in Germany may impact investors globally

Macro Strategists John Butler and Eoin O’Callaghan discuss why they believe the structural changes currently underway in Germany will impact investors globally.

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By

John Butler

Eoin O'Callaghan

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Article
2025-01-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid Year Outlook Designs
Outlook Macro and market Interest rates Germany Macro Economic cycle Fixed income program Article
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2024: A year of intensifying macro regime change?

John Butler and Eoin O’Callaghan explore why 2024 could be a year of intensifying macro regime change and what it means for investors.

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By

John Butler

Eoin O'Callaghan

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Article
2024-11-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid Year Outlook Designs
Outlook Europe Macro and market Economic cycle Monetary policy Article
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Europe/US divergence: the ECB has further to go

How far will Europe diverge from the US? Macro Strategist Eoin O’Callaghan sees several reasons sustaining this growing divergence. 

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Eoin O'Callaghan

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Article
2024-06-30
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2023 Global Economic Outlook
Europe Inflation Economic cycle Outlook No Optimizely Monetary policy Interest rates Fiscal policy Multi-asset Article
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Why Europe could surprise in 2023 

Eoin O’Callaghan and John Butler discuss the contrasting prospects of the Euro Area and the UK and why 2023 could bring positive surprises in the region.

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By

Eoin O'Callaghan

John Butler

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Article
2023-12-31
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Global Industry Research Inflation Geopolitical Large cap Mid-cap Equity Energy Utilities Europe WELLSaid Podcast Brand Podcast
Eyes on Ukraine: Europe's energy crisis
The war continues to exacerbate the twin crises of energy availability and affordability. We explore how the situation may take shape from here.
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Tim Casaletto

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25:30 min
Podcast
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Inflation Europe Monetary policy Volatility Fiscal policy EMEA Article
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What next for the euro area after the ECB’s historic hike?
Eoin O'Callaghan and Marco Giordano explore the ECB’s likely next steps and the potential future path of inflation and growth in the euro area.
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By

Eoin O'Callaghan

Marco Giordano

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Article
2023-07-05
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Europe Inflation Quick Take
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Euro area: Challenging long-held assumptions
We believe 2022 will be the year when macroeconomic and political developments challenge two deep-rooted misperceptions about the euro area:
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By

John Butler

Eoin O'Callaghan

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Quick Take
2022-04-30
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