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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.

Annual Outlook

Macro outlook– Twin Policy Test

  • by Gilles Moëc
  • 30 November 2023 (7 min read)
Viewpoint Chief Economist

Dies IRA?

  • by Gilles Moëc
  • 20 November 2023 (10 min read)
Macroeconomics

Fever Breaking

  • by Gilles Moëc
  • 06 November 2023 (7 min read)

Macroeconomic Research

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

Macroeconomics

Reshaping the map: Friendshoring in Asia

  • by Luis Lopez-Vivas
  • 17 October 2023 (10 min read)
Macroeconomics

Brazil: Lula 3.0 – Good news for climate and biodiversity?

  • by Luis Lopez-Vivas
  • 24 April 2023 (5 min read)
Macroeconomics

Bank of Japan policy update: A question of when, not if

  • by Modupe Adegbembo , Ryutaro Kimura
  • 11 April 2023 (7 min read)

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

September Global Macro Monthly - Where we are in the cycle – and the supercycle

  • by AXA IM Investment Institute
  • 27 September 2023 (10 min read)
Monthly Market Update

September Op-Ed - In for the long haul

  • by Gilles Moëc , Chris Iggo
  • 27 September 2023 (10 min read)
Monthly Market Update

July Op-Ed - Of landings, soft and hard

  • by Gilles Moëc , Chris Iggo
  • 26 July 2023 (5 min read)

Annual Outlook

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

Market Alerts

The latest issues driving global markets.

Macroeconomics

Israel conflict: What investors need to know

  • by AXA Investment Managers
  • 10 October 2023 (7 min read)
Market Alerts

While recession looms, will risk-taking resume?

  • by AXA Investment Managers
  • 25 October 2022 (5 min read)

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