Investment Institute
Macroeconomics

Macroeconomic Research

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

Macroeconomic Research

Eurozone public debt sustainability: Make hay while the sun shines
  • by François Cabau
  • 31 July 2023 (5 min read)
Macroeconomic Research

UK public debt sustainability: Post–Truss truths
  • by Modupe Adegbembo
  • 12 June 2023 (3 min read)
Macroeconomic Research

Nearshoring in Mexico: Mirage or the real deal?
  • by Luis Lopez-Vivas
  • 07 June 2023 (5 min read)
Macroeconomics

Turkey General Elections: The final countdown
  • by Irina Topa-Serry
  • 09 May 2023 (5 min read)
Macroeconomics

US debt ceiling impasse: Unnecessary and unavoidable
  • by David Page
  • 03 May 2023 (5 min read)
Macroeconomics

Brazil: Lula 3.0 – Good news for climate and biodiversity?
  • by Luis Lopez-Vivas
  • 24 April 2023 (5 min read)
Macroeconomics

Bank of Japan policy update: A question of when, not if

  • by Modupe Adegbembo , Ryutaro Kimura
  • 11 April 2023 (7 min read)
Macroeconomics

ECB Quantitative Tightening: Navigating a treacherous path
  • by François Cabau , Hugo Le Damany
  • 01 March 2023 (7 min read)
Macroeconomic Research

2023 emerging market elections: The who’s who and the so what…
  • by AXA IM Investment Institute
  • 27 January 2023 (7 min read)
Macroeconomic Research

The unequal impact of inflation: How governments are responding
  • by David Page
  • 27 October 2022 (5 min read)