Investment Institute

Macroeconomics

Monthly Market Update

Our experts examine markets and the latest macroeconomic trends.

Monthly Market Update

May Op-Ed - Peak in sight... but it's a twin peak

by Gilles Moëc, Chris Iggo
31 May 2023 (5 min read)

Monthly Market Update

March Op-Ed - Accelerated monetary tightening pass-through

by AXA IM Investment Institute
29 March 2023 (5 min read)

Monthly Market Update

March Global Macro Monthly - Faith in the system

by AXA IM Investment Institute
29 March 2023 (5 min read)

Asset Class Views

February Op-Ed - The end of the dovish pivot

by Gilles Moëc, Chris Iggo
13 March 2023 (5 min read)

Monthly Market Update

July Op-Ed - Signs of recession accumulating, but is it fully in the price?

by Gilles Moëc, Chris Iggo
27 July 2022 (7 min read)

Monthly Market Update

June Op-Ed - Stories for the summer

by Gilles Moëc, Chris Iggo
21 July 2022 (5 min read)

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