Investment Institute

Macroeconomics

Read our latest views on global macroeconomic events.

Viewpoint Chief Economist

Gilles Moëc, Chief Economist, gives his latest insights on global macroeconomic trends.

Viewpoint Chief Economist

Unusual Suspects

  • by Gilles Moëc
  • 15 May 2023 (5 min read)
Macroeconomics

How Far to Diverge

  • by Gilles Moëc
  • 09 May 2023 (5 min read)
Viewpoint Chief Economist

A Feast of Data

  • by Gilles Moëc
  • 02 May 2023 (5 min read)

Macroeconomic Research

Read our latest views on global macroeconomic events and find out what they mean for investors.

Weekly Market Update

Take Two: the world of finance in two minutes.

Monthly Market Update

Our experts examine markets and the latest macroeconomic trends.

Monthly Market Update

April Op-Ed - Patchy disinflation will trigger policy divergence

  • by Gilles Moëc , Gregory Venizelos
  • 26 April 2023 (5 min read)
Monthly Market Update

April Global Macro Monthly - Central banks gauge lagged effects

  • by AXA IM Investment Institute
  • 26 April 2023 (7 min read)
Monthly Market Update

March Op-Ed - Accelerated monetary tightening pass-through

  • by Gilles Moëc , Chris Iggo
  • 29 March 2023 (10 min read)

Annual Outlook

We analyse the trends and topics which we believe will shape the coming years.

Annual Outlook

Emerging markets outlook – Darkest before dawn

  • by Irina Topa-Serry
  • 01 December 2022 (7 min read)
Annual Outlook

Investment Outlook – Positive but tempered return expectations

  • by Chris Iggo
  • 01 December 2022 (7 min read)
Annual Outlook

Recessions likely amidst global realignment

  • by David Page
  • 01 December 2022 (5 min read)