Investment Institute

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.

Weekly Market Update

Take Two: the world of finance in two minutes.

Monthly Market Update

Our experts examine markets and the latest macroeconomic trends.

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)

Annual Outlook

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

Annual Outlook

Emerging Markets – Darkest before dawn

  • by Irina Topa-Serry
  • 13 December 2022 (7 min read)
Annual Outlook

Japan – Recovery appears set to continue

  • by Modupe Adegbembo
  • 13 December 2022 (7 min read)
Annual Outlook

China – A bumpy path to reopening

  • by Aidan Yao
  • 13 December 2022 (5 min read)

Market Alerts

The latest issues driving global markets.

    Disclaimer

    This document is for informational purposes only and does not constitute investment research or financial analysis relating to transactions in financial instruments as per MIF Directive (2014/65/EU), nor does it constitute on the part of AXA Investment Managers or its affiliated companies an offer to buy or sell any investments, products or services, and should not be considered as solicitation or investment, legal or tax advice, a recommendation for an investment strategy or a personalized recommendation to buy or sell securities. It has been established on the basis of data, projections, forecasts, anticipations and hypothesis which are subjective. Its analysis and conclusions are the expression of an opinion, based on available data at a specific date. All information in this document is established on data made public by official providers of economic and market statistics. AXA Investment Managers disclaims any and all liability relating to a decision based on or for reliance on this document. All exhibits included in this document, unless stated otherwise, are as of the publication date of this document. Furthermore, due to the subjective nature of these opinions and analysis, these data, projections, forecasts, anticipations, hypothesis, etc. are not necessary used or followed by AXA IM’s portfolio management teams or its affiliates, who may act based on their own opinions. Any reproduction of this information, in whole or in part is, unless otherwise authorised by AXA IM, prohibited.