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

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)
Macroeconomic Research

Emerging markets inflation: Characteristics, causes and effects
  • by Irina Topa-Serry , Luis Lopez-Vivas
  • 28 July 2022 (7 min read)
Macroeconomic Research

Will humble and nimble Fed policy avoid recession
  • by David Page
  • 17 June 2022 (7 min read)
Macroeconomic Research

China green bonds: Too big and attractive to ignore
  • by Aidan Yao , Shirley Shen
  • 13 April 2022 (7 min read)