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

Testing the Separation Principle

  • by Gilles Moëc
  • 20 March 2023 (5 min read)
Macroeconomics

Rising Interest Rates Hurt – Who Knew ?

  • by Gilles Moëc
  • 13 March 2023 (3 min read)
Macroeconomics

Stockholm Syndrome

  • by Gilles Moëc
  • 06 March 2023 (5 min read)

Macroeconomic Research

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

Weekly Market Update

Take Two: the world of finance in two minutes.

Monthly Market Update

Our experts examine markets and the latest macroeconomic trends.

Macroeconomics

February Op-Ed - The end of the dovish pivot

  • by Gilles Moëc , Chris Iggo
  • 23 February 2023 (10 min read)
Macroeconomics

February Global Macro Monthly - Economic cross currents and central bank re-pricing

  • by AXA IM Investment Institute
  • 23 February 2023 (10 min read)
Monthly Market Update

January Op-Ed: It feels better, but central banks on the lookout

  • by Gilles Moëc , Chris Iggo
  • 25 January 2023 (7 min read)

Annual Outlook

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

Market Alerts

The latest issues driving global markets.

Market Alerts

UK Reaction: Inflation heats up

  • by Modupe Adegbembo
  • 22 March 2023 (3 min read)
Market Alerts

UK Reaction: Budget sees Chancellor Hunt lay out considered growth strategy

  • by David Page , Modupe Adegbembo
  • 16 March 2023 (10 min read)
Market Alerts

UK Reaction: Wages cool as job growth remains firm

  • by Modupe Adegbembo
  • 14 March 2023 (5 min read)