Investment Institute
Macroeconomics

Annual Outlook

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

Annual Outlook

Emerging markets outlook – Darkest before dawn

  • by Irina Topa-Serry
  • 01 December 2022 (7 min read)
Annual Outlook

Japan outlook – Recovery appears set to continue

  • by Modupe Adegbembo
  • 01 December 2022 (7 min read)
Annual Outlook

UK outlook – Navigating troubled waters

  • by Modupe Adegbembo
  • 01 December 2022 (7 min read)
Annual Outlook

Recessions likely amidst global realignment

  • by David Page
  • 01 December 2022 (5 min read)
Annual Outlook

Eurozone outlook – Difficult roads ahead

  • by François Cabau , Hugo Le Damany
  • 01 December 2022 (7 min read)
Annual Outlook

Global slowdown to subdue inflation

  • by AXA IM Investment Institute
  • 01 December 2022 (5 min read)
Annual Outlook

China outlook – A bumpy path to reopening

  • by Aidan Yao
  • 01 December 2022 (7 min read)
Annual Outlook

Macro outlook – The clouds around the inflation peak

  • by Gilles Moëc
  • 01 December 2022 (7 min read)
Annual Outlook

US outlook - Mild recession to see inflation fall

  • by David Page
  • 01 December 2022 (7 min read)