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.

Macroeconomics

What will it take?

  • by Gilles Moëc
  • 06 May 2024 (10 min read)
Macroeconomics

Letter from China

  • by Gilles Moëc
  • 15 April 2024 (10 min read)
Macroeconomics

Saved by Supply

  • by Gilles Moëc
  • 08 April 2024 (7 min read)

Macroeconomic Research

Read our latest views on global macroeconomic events and find out what they mean for investors.

Macroeconomic Research

Brick by Brick: Unravelling China's property Puzzle

  • by Yingrui Wang
  • 02 May 2024 (10 min read)
Macroeconomic Research

Framing the ECB’s rate cutting cycle

  • by François Cabau
  • 26 February 2024 (10 min read)
Macroeconomic Research

2024’s elections around the world: The who’s who and the so what…

  • by Irina Topa-Serry, Luis Lopez-Vivas, and others
  • 23 January 2024 (7 min read)

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

March Global Macro Monthly - Inflation divergence to drive monetary tensions

  • by David Page, François Cabau, and others
  • 27 March 2024 (7 min read)
Monthly Market Update

March Op-Ed - Direction of travel confirmed

  • by Gilles Moëc, Chris Iggo
  • 27 March 2024 (7 min read)
Monthly Market Update

February Op-Ed - Exploring Exuberance

  • by Gilles Moëc, Chris Iggo
  • 28 February 2024 (10 min read)

Annual Outlook

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

Annual Outlook

Insurance investment outlook 2024: Catching opportunities across the risk spectrum

  • by Arnaud Lebreton, Amaury Boyenval
  • 06 December 2023 (10 min read)
Annual Outlook

Pensions investment outlook 2024: Mining for opportunities amid easing growth

  • by Martin Sanders
  • 06 December 2023 (7 min read)
Annual Outlook

Beware the merchants of doom

  • by Nigel Topping
  • 06 December 2023 (5 min read)

Market Alerts

The latest issues driving global markets.

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    This website is published by AXA Investment Managers Asia (Singapore) Ltd. (Registration No. 199001714W) for general circulation and informational purposes only. It does not constitute investment research or financial analysis relating to transactions in financial instruments, 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 prepared without taking into account the specific personal circumstances, investment objectives, financial situation or particular needs of any particular person and may be subject to change without notice. Please consult your financial or other professional advisers before making any investment decision.

    Due to its simplification, this publication is partial and opinions, estimates and forecasts herein are subjective and subject to change without notice. There is no guarantee forecasts made will come to pass. Data, figures, declarations, analysis, predictions and other information in this publication is provided based on our state of knowledge at the time of creation of this publication. Whilst every care is taken, no representation or warranty (including liability towards third parties), express or implied, is made as to the accuracy, reliability or completeness of the information contained herein. Reliance upon information in this material is at the sole discretion of the recipient. This material does not contain sufficient information to support an investment decision.

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