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.
Macroeconomics
ECB Quantitative Tightening: Navigating a treacherous path
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- 01 March 2023 (7 min read)
Macroeconomic Research
2023 emerging market elections: The who’s who and the so what…
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- 27 January 2023 (7 min read)
Macroeconomic Research
The unequal impact of inflation: How governments are responding
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- 27 October 2022 (5 min read)
Weekly Market Update
Take Two: the world of finance in two minutes.
Weekly Market Update
Take Two: Banking sector turmoil muddies waters for Fed’s upcoming decision as ECB hikes again
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- 20 March 2023 (3 min read)
Weekly Market Update
Take Two: Fed Chair signals faster rate hikes are possible; China sets new growth target
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- 13 March 2023 (3 min read)
Weekly Market Update
Take Two: Eurozone inflation higher than expected; China factory activity surges
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- 06 March 2023 (3 min read)
Monthly Market Update
Our experts examine markets and the latest macroeconomic trends.
Macroeconomics
February Global Macro Monthly - Economic cross currents and central bank re-pricing
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- 23 February 2023 (10 min read)
Monthly Market Update
January Op-Ed: It feels better, but central banks on the lookout
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- 25 January 2023 (7 min read)
Annual Outlook
We analyse the trends and topics which we believe will shape the coming years.
Annual Outlook
Macro outlook – The clouds around the inflation peak
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- 01 December 2022 (7 min read)
Annual Outlook
Investment Outlook – Positive but tempered return expectations
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- 01 December 2022 (7 min read)
Market Alerts
The latest issues driving global markets.
Market Alerts
UK Reaction: Budget sees Chancellor Hunt lay out considered growth strategy
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- 16 March 2023 (10 min read)