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

A Conversation about the Conversation

  • by Gilles Moëc
  • 04 March 2024 (10 min read)
Viewpoint Chief Economist

Draghi Captures the Zeitgeist

  • by Gilles Moëc
  • 26 February 2024 (7 min read)
Macroeconomics

Pesky Data

  • by Gilles Moëc
  • 19 February 2024 (10 min read)

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 Irina Topa-Serry , Luis Lopez-Vivas , Claire Dissaux , Hugo Le Damany , François Cabau , David Page
  • 23 January 2024 (7 min read)
Macroeconomic Research

The key drivers of 10-year US Treasury yields

  • by David Page
  • 18 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

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 , Hugo Le Damany , Yingrui Wang , Irina Topa-Serry , Luis Lopez-Vivas
  • 28 February 2024 (10 min read)
Monthly Market Update

January Global Macro Monthly - The great election year

  • by David Page , François Cabau , Hugo Le Damany , Yingrui Wang , Irina Topa-Serry , Luis Lopez-Vivas
  • 24 January 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

ECB Preview: Rate cut pondering, decision likely in June

  • by François Cabau , Hugo Le Damany
  • 01 March 2024 (3 min read)
Macroeconomics

Inflation Review: The "greedy beast" of inflation is still breathing, in particular in services

  • by François Cabau , Hugo Le Damany
  • 09 February 2024 (5 min read)
Market Alerts

Eurozone Q4 GDP: Flat print with weak details, supporting earlier rather later rate cuts

  • by François Cabau , Hugo Le Damany
  • 30 January 2024 (5 min read)