Investment Institute

Macroeconomics

Annual Outlook

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

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)

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)

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)

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