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Macroeconomics
Read our latest views on global macroeconomic events.
Viewpoint Chief Economist
Gilles Moëc, Chief Economist, gives his latest insights on global macroeconomic trends.
Macroeconomic Research
Read our latest views on global macroeconomic events and find out what they mean for investors.
France: political uncertainty to persist
- by Hugo Le Damany
- 10 July 2024 (10 min read)
Weekly Market Update
Take Two: the world of finance in two minutes.
Take two: ECB keeps interest rates unchanged; IMF ups 2025 global growth forecast
- by
- 22 July 2024 (3 min read)
Take Two: US inflation eases; France to begin new parliamentary session
- by
- 12 July 2024 (3 min read)
Take Two: Eurozone inflation eases; Labour wins landslide UK election victory
- by
- 08 July 2024 (3 min read)
Monthly Market Update
Our experts examine markets and the latest macroeconomic trends.
July Op-Ed - Reconvergence
- by Chris Iggo, Gilles Moëc
- 24 July 2024 (10 min read)
July Monthly Investment Strategy - One crazy summer
- by David Page, Hugo Le Damany,
- 24 July 2024 (10 min read)
June Monthly Investment Strategy - The times they are a-changin’
- by David Page, Hugo Le Damany,
- 26 June 2024 (10 min read)
Annual Outlook
We analyse the trends and topics which we believe will shape the coming years.
Pensions investment outlook 2024: Mining for opportunities amid easing growth
- by
- 06 December 2023 (7 min read)
Insurance investment outlook 2024: Catching opportunities across the risk spectrum
- by ,
- 06 December 2023 (10 min read)
Market Alerts
The latest issues driving global markets.
US reaction: Q2 GDP: a little faster, not too slow
- by David Page
- 25 July 2024 (3 min read)
Ca reaction: BoC cuts again, no more Mr Gradual?
- by David Page
- 25 July 2024 (3 min read)