Investment Institute
Macroeconomics

Macroeconomic Research

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

Macroeconomic Research

Investing and volatility: Political risk in perspective
  • by Chris Iggo
  • 06 April 2022 (5 min read)
Macroeconomic Research

Eurozone public debt sustainability: Make hay while the sun shines
  • by François Cabau
  • 31 July 2023 (5 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

Brazil’s Presidential Election: Familiar names for an uncertain future
  • by Luis Lopez-Vivas
  • 27 September 2022 (7 min read)
Macroeconomic Research

Asia’s decarbonisation potential

  • by Shirley Shen
  • 14 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)