Investment Institute
Macroeconomics

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)
Annual Outlook

UK – Navigating troubled waters

  • by Modupe Adegbembo
  • 13 December 2022 (5 min read)
Annual Outlook

Eurozone – Difficult roads ahead

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

US – Mild recession to see inflation fall

  • by David Page
  • 13 December 2022 (5 min read)
Annual Outlook

Investment Outlook – Positive but tempered return expectations

  • by Chris Iggo
  • 07 December 2022 (5 min read)
Annual Outlook

Outlook 2023: Global slowdown to subdue inflation

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

Pensions investment outlook 2023: New realities, big decisions

  • by Martin Sanders
  • 06 December 2022 (7 min read)
Annual Outlook

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

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