Investment Institute

Macroeconomics

Annual Outlook

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

US – Mild recession to see inflation fall

by David Page
13 December 2022 (5 min read)

Emerging Markets – Darkest before dawn

by Irina Topa-Serry
13 December 2022 (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)

Investment Outlook – Positive but tempered return expectations

by Chris Iggo
07 December 2022 (5 min read)

Outlook 2023: Global slowdown to subdue inflation

by AXA IM Investment Institute
07 December 2022 (5 min read)

Pensions investment outlook 2023: New realities, big decisions

by Martin Sanders
06 December 2022 (7 min read)

Insurance investment outlook 2023: Adapting to the higher-for-longer paradigm

by Arnaud Lebreton , Christophe Herpet
06 December 2022 (10 min read)

Are you an IFA or other Professional Investor ?

Are you a financial advisor, institutional, or other professional investor?

This section is for professional investors only. You need to confirm that you have the required investment knowledge and experience to view this content. This includes understanding the risks associated with investment products, and any other required qualifications according to the rules of your jurisdiction.

You are now leaving the AXA IM US website.

AXA IM US is regulated by the Securities and Exchange Commission and is not responsible for the content of external websites.