Investment Institute
Macroeconomics

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)
Annual Outlook

Long term rates and debt evolutions, both in the US and in Europe

  • by Olivier Blanchard
  • 30 November 2023 (7 min read)
Annual Outlook

Equity Outlook – Thriving in the mist

  • by Emmanuel Makonga
  • 30 November 2023 (7 min read)
Annual Outlook

Currencies Outlook – US dollar high(er) for longer

  • by Romain Cabasson
  • 30 November 2023 (5 min read)
Annual Outlook

Emerging Markets Outlook – living on the (dollar) edge

  • by Irina Topa-Serry
  • 30 November 2023 (5 min read)
Annual Outlook

US Outlook – Avoiding recession leaves little space for easing

  • by David Page
  • 30 November 2023 (5 min read)
Annual Outlook

Canada Outlook – Sticky core inflation challenges Bank of Canada

  • by David Page
  • 30 November 2023 (5 min read)
Annual Outlook

Eurozone Outlook – Mind the return of market discipline

  • by François Cabau , Hugo Le Damany
  • 30 November 2023 (5 min read)