Investment Institute
Macroeconomics

Annual Outlook

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

Annual Outlook

Japan Outlook – The Bank of Japan's year
  • by Hugo Le Damany
  • 30 November 2023 (5 min read)
Annual Outlook

Investment Strategy Outlook – Modest growth, modest returns
  • by Chris Iggo
  • 30 November 2023 (7 min read)
Annual Outlook

Rates Outlook – The year of bonds redux
  • by Alessandro Tentori
  • 30 November 2023 (7 min read)
Annual Outlook

China Outlook – Short-term reprieve, long-term challenges
  • by Yingrui Wang
  • 30 November 2023 (5 min read)
Annual Outlook

Macro outlook– Twin Policy Test
  • by Gilles Moëc
  • 30 November 2023 (7 min read)
Annual Outlook

Currencies Outlook – US dollar high(er) for longer
  • by Romain Cabasson
  • 30 November 2023 (5 min read)
Annual Outlook

US Outlook – Avoiding recession leaves little space for easing
  • by David Page
  • 30 November 2023 (5 min read)
Annual Outlook

Outlook 2024: Global growth to slow but bonds geared-up for potentially strong gains

  • by David Page, Chris Iggo
  • 30 November 2023 (10 min read)
Annual Outlook

Recessions likely amidst global realignment
  • by David Page
  • 01 December 2022 (5 min read)
Annual Outlook

Japan outlook – Recovery appears set to continue
  • by Modupe Adegbembo
  • 01 December 2022 (7 min read)