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.

Viewpoint Chief Economist

Jobs Hit Bulls

  • by Gilles Moëc
  • 06 February 2023 (5 min read)
Viewpoint Chief Economist

Revisiting the 1994 miracle

  • by Gilles Moëc
  • 30 January 2023 (5 min read)
Viewpoint Chief Economist

Postcard from Davos

  • by Gilles Moëc
  • 23 January 2023 (5 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

January Global Macro Monthly - 2023 starts on a more positive note

  • by AXA IM Investment Institute
  • 25 January 2023 (7 min read)
Monthly Market Update

January Op-Ed: It feels better, but central banks on the lookout

  • by Gilles Moëc , Chris Iggo
  • 25 January 2023 (7 min read)
Monthly Market Update

October Global Macro Monthly - Tighter global financial conditions

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

Annual Outlook

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

Annual Outlook

Pensions investment outlook 2023: New realities, big decisions

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

China outlook – A bumpy path to reopening

  • by Aidan Yao
  • 01 December 2022 (7 min read)
Annual Outlook

Macro outlook – The clouds around the inflation peak

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

Market Alerts

The latest issues driving global markets.

Market Alerts

MPC hikes by 50bps, closes in on peak

  • by Modupe Adegbembo
  • 15 December 2022 (3 min read)
Market Alerts

CPI past peak as base effects begin to weigh

  • by Modupe Adegbembo
  • 14 December 2022 (3 min read)
Market Alerts

UK Reaction: Bank holiday rebound

  • by Modupe Adegbembo
  • 12 December 2022 (3 min read)