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Macroeconomics
Read our latest views on global macroeconomic events.
Viewpoint Chief Economist
Gilles Moëc, Chief Economist, gives his latest insights on global macroeconomic trends.
Macroeconomic Research
Read our latest views on global macroeconomic events and find out what they mean for investors.
Resilience and realignment: Opportunities and risks in China’s banking sector
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- 06 September 2024 (10 min read)
Eurozone GDP: Spain roars, Germany coughs
- by Hugo Le Damany, François Cabau
- 30 July 2024 (10 min read)
Tough love for emerging markets has improved their resilience
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- 30 July 2024 (10 min read)
Weekly Market Update
Take Two: the world of finance in two minutes.
Take Two: US Q2 GDP revised up; Eurozone inflation falls sharply
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- 02 September 2024 (3 min read)
Take Two: Fed signals potential rate cut in September; gold price hits record high
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- 26 August 2024 (3 min read)
Take two: Slower US inflation lifts rate cut hopes; Japan GDP beats expectations
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- 16 August 2024 (3 min read)
Monthly Market Update
Our experts examine markets and the latest macroeconomic trends.
July Monthly Investment Strategy - One crazy summer
- by David Page, Hugo Le Damany,
- 24 July 2024 (10 min read)
July Op-Ed - Reconvergence
- by Chris Iggo, Gilles Moëc
- 24 July 2024 (10 min read)
June Monthly Investment Strategy - The times they are a-changin’
- by David Page, Hugo Le Damany,
- 26 June 2024 (10 min read)
Annual Outlook
We analyse the trends and topics which we believe will shape the coming years.
Pensions investment outlook 2024: Mining for opportunities amid easing growth
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- 06 December 2023 (7 min read)
Insurance investment outlook 2024: Catching opportunities across the risk spectrum
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- 06 December 2023 (10 min read)
Market Alerts
The latest issues driving global markets.
Ca reaction: BoC cuts again, Fed outlook provides free reign
- by David Page
- 04 September 2024 (3 min read)
US reaction: Powell speech – getting into a hole?
- by David Page
- 23 August 2024 (3 min read)
China reaction: downside risks resurface, growth target in question
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- 15 August 2024 (3 min read)