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

A Wall in the BRICS

  • by Gilles Moëc
  • 25 September 2023 (7 min read)
Viewpoint Chief Economist

Life at the Peak

  • by Gilles Moëc
  • 18 September 2023 (7 min read)
Viewpoint Chief Economist

The Last One?

  • by Gilles Moëc
  • 24 July 2023 (5 min read)

Macroeconomic Research

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

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)
Macroeconomic Research

2023 emerging market elections: The who’s who and the so what…

  • by AXA IM Investment Institute
  • 27 January 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 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

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

While recession looms, will risk-taking resume?

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

    Disclaimer

    This website is published by AXA Investment Managers Asia (Singapore) Ltd. (Registration No. 199001714W) for general circulation and informational purposes only. It does not constitute investment research or financial analysis relating to transactions in financial instruments, nor does it constitute on the part of AXA Investment Managers or its affiliated companies an offer to buy or sell any investments, products or services, and should not be considered as solicitation or investment, legal or tax advice, a recommendation for an investment strategy or a personalized recommendation to buy or sell securities. It has been prepared without taking into account the specific personal circumstances, investment objectives, financial situation or particular needs of any particular person and may be subject to change without notice. Please consult your financial or other professional advisers before making any investment decision.

    Due to its simplification, this publication is partial and opinions, estimates and forecasts herein are subjective and subject to change without notice. There is no guarantee forecasts made will come to pass. Data, figures, declarations, analysis, predictions and other information in this publication is provided based on our state of knowledge at the time of creation of this publication. Whilst every care is taken, no representation or warranty (including liability towards third parties), express or implied, is made as to the accuracy, reliability or completeness of the information contained herein. Reliance upon information in this material is at the sole discretion of the recipient. This material does not contain sufficient information to support an investment decision.

    All investment involves risk, including the loss of capital. The value of investments and the income from them can fluctuate and investors may not get back the amount originally invested. Past performance is not necessarily indicative of future performance.

    Some of the Services and/or products may not be available for offer to retail investors.

    This publication has not been reviewed by the Monetary Authority of Singapore.