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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.

Macroeconomics

Pesky Data

  • by Gilles Moëc
  • 19 February 2024 (10 min read)
Viewpoint Chief Economist

Zoom on the Boom

  • by Gilles Moëc
  • 12 February 2024 (10 min read)
Macroeconomics

Deferred Confidence

  • by Gilles Moëc
  • 05 February 2024 (10 min read)

Macroeconomic Research

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

Macroeconomic Research

2024’s elections around the world: The who’s who and the so what…

  • by Irina Topa-Serry , Luis Lopez-Vivas , Claire Dissaux , Hugo Le Damany , François Cabau , David Page
  • 23 January 2024 (7 min read)
Macroeconomic Research

The key drivers of 10-year US Treasury yields

  • by David Page
  • 18 January 2024 (7 min read)
Macroeconomics

Reshaping the map: Friendshoring in Asia

  • by Luis Lopez-Vivas
  • 17 October 2023 (10 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 Op-Ed - In for the long haul

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

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.

Annual Outlook

Beware the merchants of doom

  • by Nigel Topping
  • 06 December 2023 (5 min read)
Annual Outlook

Insurance investment outlook 2024: Catching opportunities across the risk spectrum

  • by Arnaud Lebreton , Amaury Boyenval
  • 06 December 2023 (10 min read)
Annual Outlook

Pensions investment outlook 2024: Mining for opportunities amid easing growth

  • by Martin Sanders
  • 06 December 2023 (7 min read)

Market Alerts

The latest issues driving global markets.

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