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 – The clouds around the inflation peak

  • by Gilles Moëc
  • 01 December 2022 (7 min read)
Viewpoint Chief Economist

Independence Days

  • by Gilles Moëc
  • 21 November 2022 (5 min read)
Viewpoint Chief Economist

BoE breaks ranks

  • by Gilles Moëc
  • 07 November 2022 (5 min read)

Macroeconomic Research

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

Macroeconomic Research

The unequal impact of inflation: How governments are responding

  • by David Page
  • 27 October 2022 (5 min read)
Macroeconomic Research

The economic impact of a Russian gas cut-off

  • by AXA Investment Managers
  • 30 September 2022 (5 min read)
Macroeconomic Research

The outlook for China against US or European recession

  • by Aidan Yao , Shirley Shen
  • 07 September 2022 (5 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

October Global Macro Monthly - Tighter global financial conditions

  • by AXA IM Investment Institute
  • 26 October 2022 (5 min read)
Monthly Market Update

China Monthly update: Internal and external challenges remain

  • by Aidan Yao
  • 26 October 2022 (5 min read)
Monthly Market Update

September Op-Ed: Dollar reigns supreme

  • by Gilles Moëc , Chris Iggo
  • 28 September 2022 (7 min read)

Annual Outlook

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

Annual Outlook

Insurance investment outlook 2023: Adapting to the higher-for-longer paradigm

  • by Amaury Boyenval , Christophe Herpet
  • 01 December 2022 (10 min read)
Annual Outlook

UK outlook – Navigating troubled waters

  • by Modupe Adegbembo
  • 01 December 2022 (7 min read)
Annual Outlook

Pensions investment outlook 2023: New realities, big decisions

  • by Martin Sanders
  • 01 December 2022 (5 min read)

Market Alerts

The latest issues driving global markets.

Market Alerts

China and HK Equities: seeing beyond sentiment

  • by Aidan Yao
  • 03 November 2022 (5 min read)
Market Alerts

While recession looms, will risk-taking resume?

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

China: a way out of real estate predicament

  • by Aidan Yao
  • 29 August 2022 (5 min read)

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