Investment Institute

Macroeconomics

Annual Outlook

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

US Outlook – Avoiding recession leaves little space for easing

by David Page
13 December 2023 (5 min read)

Outlook 2024: Global growth to slow but bonds geared-up for potentially strong gains

by David Page, Chris Iggo
13 December 2023 (10 min read)

Pensions investment outlook 2024: Mining for opportunities amid easing growth

by Martin Sanders
13 December 2023 (7 min read)

Insurance investment outlook 2024: Catching opportunities across the risk spectrum

by Arnaud Lebreton, Amaury Boyenval
08 December 2023 (7 min read)

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

by Olivier Blanchard
08 December 2023 (5 min read)

Investment Strategy Outlook – Modest growth, modest returns

by Chris Iggo
08 December 2023 (7 min read)

Japan – Recovery appears set to continue

by Modupe Adegbembo
13 December 2022 (7 min read)

China – A bumpy path to reopening

by Aidan Yao
13 December 2022 (5 min read)

UK – Navigating troubled waters

by Modupe Adegbembo
13 December 2022 (5 min read)

Eurozone – Difficult roads ahead

by François Cabau, Hugo Le Damany
13 December 2022 (5 min read)

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