Investment
Institute
Market Views
Read our latest views on global macroeconomic events.
Market Updates
Chris Iggo, Chair of the AXA IM Investment Institute and CIO of AXA IM Core, shares his latest thinking on markets and investment trends.
Market Updates
Take Two: Fed likely to cut rates gradually; Eurozone inflation rises
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- 02 December 2024 (3 min read)
Market Updates
Take Two: Eurozone inflation confirmed at target; Japan exports rise sharply
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- 25 November 2024 (3 min read)
Market Updates
Income under uncertainty but bonds remain attractive
- by Chris Iggo
- 22 November 2024 (5 min read)
Viewpoint Chief Economist
Gilles Moëc, Chief Economist, gives his latest insights on global macroeconomic trends.
Macroeconomics
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.
Weekly Market Update
Take Two: US inflation continues to fall; China growth expected to slow
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- 14 October 2024 (3 min read)
Weekly Market Update
Take Two: US growth eases more than expected; Eurozone business activity accelerates
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- 29 April 2024 (3 min read)
Weekly Market Update
Take Two: IMF raises global growth forecast; Eurozone inflation falls
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- 22 April 2024 (3 min read)
Monthly Market Update
Our experts examine markets and the latest macroeconomic trends.
Monthly Market Update
June Op-Ed - Political risks get in the way of decent macro
- by Gilles Moëc, Chris Iggo
- 26 June 2024 (10 min read)
Monthly Market Update
February Op-Ed - Exploring Exuberance
- by Gilles Moëc, Chris Iggo
- 28 February 2024 (10 min read)
Monthly Market Update
February Global Macro Monthly - Policy Rules and Monetary Tools
- by David Page, François Cabau,
- 28 February 2024 (10 min read)
Annual Outlook
We analyse the trends and topics which we believe will shape the coming years.
Annual Outlook
UK Outlook – Gradual easing in 2025 but lags will keep BoE cutting in 2026
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- 04 December 2024 (5 min read)
Annual Outlook
The Head of Macro Research view: Trump-starting the global economy
- by David Page
- 04 December 2024 (5 min read)
Market Alerts
The latest issues driving global markets.
Market Alerts
China reaction: GDP growth target likely in reach as Q3 figures beat marginally
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- 18 October 2024 (3 min read)
Market Alerts
UK reaction: Some volatility at play, but broader pressures are easing
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- 16 October 2024 (3 min read)