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

Causes and FX

  • by Gilles Moëc
  • 29 April 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

April Monthly Investment Strategy - US shifts outlook, who shall follow?

  • by David Page, François Cabau, and others
  • 26 April 2024 (10 min read)
Monthly Market Update

April Op-Ed - Looking outside the West

  • by Gilles Moëc, Chris Iggo
  • 26 April 2024 (10 min read)
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)

Annual Outlook

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

Annual Outlook

Beware the merchants of doom

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

Market Alerts

The latest issues driving global markets.

Market Alerts

Eurozone data wrap-up: Path beyond June ECB rate cut remains uncertain

  • by François Cabau, Hugo Le Damany
  • 30 April 2024 (3 min read)
Market Alerts

Japan reaction: Cautious stance from the BoJ

  • by Gabriella Dickens
  • 26 April 2024 (3 min read)
Market Alerts

US reaction: Growth slows further, but inflation sting in the tail

  • by David Page
  • 25 April 2024 (3 min read)