Macroeconomics

Macroeconomic Research

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

Macroeconomic Research

Russia Ukraine: Frozen conflict heats up
  • by David Page
  • 25 February 2022 (10 min read)
Macroeconomic Research

Omicron update: Boon or Bust ?
  • by David Page
  • 01 February 2022 (7 min read)
Macroeconomic Research

ESG investing: Why we believe an active approach is optimal
  • by Chris Iggo
  • 28 January 2022 (5 min read)
Macroeconomic Research

Investing in 2022: Four key market drivers

  • by Chris Iggo
  • 21 January 2022 (5 min read)
Macroeconomic Research

2022 emerging market elections: The who’s who and the so what…
  • by AXA Investment Managers
  • 19 January 2022 (10 min read)
Macroeconomic Research

Inflation: Still transitory, just for longer
  • by Jonathan Baltora
  • 29 November 2021 (5 min read)
Macroeconomic Research

Tapering, profit and equity prices
  • by Gilles Moëc , Hugo Le Damany
  • 03 November 2021 (7 min read)
Macroeconomic Research

China: Riding the green wave
  • by Aidan Yao , Théo Kotula
  • 27 October 2021 (7 min read)
Macroeconomic Research

Climate change: the economic cost of inaction

  • by David Page
  • 27 October 2021 (5 min read)
Macroeconomic Research

Leading the transition as investors
  • by AXA Investment Managers
  • 25 October 2021 (5 min read)