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Annual Outlook

Emerging Markets Outlook – Resilience to be tested

04 December 2024
Annual Outlook

China Outlook – Consumers key to breaking the deadlock

04 December 2024
Annual Outlook

Japan Outlook – Further hikes on the cards in 2025, but 2026 will mark the end

04 December 2024
Annual Outlook

Canada Outlook – reducing spare capacity

04 December 2024
Annual Outlook

UK Outlook – Gradual easing in 2025 but lags will keep BoE cutting in 2026

04 December 2024
Annual Outlook

Eurozone Outlook – Slowly taking off

04 December 2024
Annual Outlook

US Outlook – Second Term Trump

04 December 2024
Annual Outlook

The Head of Macro Research view: Trump-starting the global economy

04 December 2024
Annual Outlook

The CIO view: Shifts in the balance of risk and return

04 December 2024
Annual Outlook

The Chief Economist view: Divergence

04 December 2024
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    Disclaimer
    This document is for informational purposes only and does not constitute investment research or financial analysis relating to transactions in financial instruments as per MIF Directive (2014/65/EU), nor does it constitute on the part of AXA Investment Managers or its affiliated companies an offer to buy or sell any investments, products or services, and should not be considered as solicitation or investment, legal or tax advice, a recommendation for an investment strategy or a personalized recommendation to buy or sell securities. It has been established on the basis of data, projections, forecasts, anticipations and hypothesis which are subjective. Its analysis and conclusions are the expression of an opinion, based on available data at a specific date. All information in this document is established on data made public by official providers of economic and market statistics. AXA Investment Managers disclaims any and all liability relating to a decision based on or for reliance on this document. All exhibits included in this document, unless stated otherwise, are as of the publication date of this document. Furthermore, due to the subjective nature of these opinions and analysis, these data, projections, forecasts, anticipations, hypothesis, etc. are not necessary used or followed by AXA IM’s portfolio management teams or its affiliates, who may act based on their own opinions. Any reproduction of this information, in whole or in part is, unless otherwise authorised by AXA IM, prohibited.
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