Investment Institute
Macroeconomics

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, and others
  • 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)
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)
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

Emerging markets inflation: Characteristics, causes and effects

  • by Irina Topa-Serry, Luis Lopez-Vivas
  • 28 July 2022 (7 min read)

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