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 Conversation about the Conversation

  • by Gilles Moëc
  • 04 March 2024 (10 min read)
Viewpoint Chief Economist

Draghi Captures the Zeitgeist

  • by Gilles Moëc
  • 26 February 2024 (7 min read)
Macroeconomics

Pesky Data

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

Macroeconomic Research

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

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

February Global Macro Monthly - Policy Rules and Monetary Tools

  • by David Page , François Cabau , Hugo Le Damany , Yingrui Wang , Irina Topa-Serry , Luis Lopez-Vivas
  • 28 February 2024 (10 min read)
Monthly Market Update

February Op-Ed - Exploring Exuberance

  • by Gilles Moëc , Chris Iggo
  • 28 February 2024 (10 min read)
Monthly Market Update

January Op-Ed - Cuts are coming – but the market needs to be more patient

  • by Gilles Moëc , Chris Iggo
  • 24 January 2024 (7 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

Pensions investment outlook 2024: Mining for opportunities amid easing growth

  • by Martin Sanders
  • 06 December 2023 (7 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)

Market Alerts

The latest issues driving global markets.

Market Alerts

ECB Preview: Rate cut pondering, decision likely in June

  • by François Cabau , Hugo Le Damany
  • 01 March 2024 (3 min read)
Market Alerts

Inflation Review: The "greedy beast" of inflation is still breathing, in particular in services

  • by François Cabau , Hugo Le Damany
  • 02 February 2024 (5 min read)
Market Alerts

Eurozone Q4 GDP: Flat print with weak details, supporting earlier rather later rate cuts

  • by François Cabau , Hugo Le Damany
  • 30 January 2024 (5 min read)