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.
Macroeconomic Research
Read our latest views on global macroeconomic events and find out what they mean for investors.
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 , ,
- 23 January 2024 (7 min read)
Macroeconomic Research
The key drivers of 10-year US Treasury yields
- by
- 18 January 2024 (7 min read)
Weekly Market Update
Take Two: the world of finance in two minutes.
Weekly Market Update
Take Two: US inflation rises more than expected; ECB hints it may cut rates soon
- by
- 15 April 2024 (3 min read)
Weekly Market Update
Take Two: Eurozone inflation eases; Fed wants more data before rate decision
- by
- 09 April 2024 (3 min read)
Weekly Market Update
Take Two: Difficult backdrop may hinder Eurozone deflation; China aims for greater foreign investment
- by
- 02 April 2024 (3 min read)
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 , François Cabau,
- 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 ,
- 06 December 2023 (10 min read)
Annual Outlook
Pensions investment outlook 2024: Mining for opportunities amid easing growth
- by
- 06 December 2023 (7 min read)
Market Alerts
The latest issues driving global markets.
Market Alerts
UK reaction: Inflation comes in above expectations, but June cut still on the cards
- by
- 17 April 2024 (3 min read)
Market Alerts
China reaction: momentum accelerated boosted by investment
- by
- 16 April 2024 (3 min read)
Market Alerts
UK reaction: Unemployment rises but the focus remains firmly on pay growth
- by
- 16 April 2024 (3 min read)