Investment
Institute
Macroeconomics

Annual Outlook
We analyse the trends and topics which we believe will shape the coming years.
Annual Outlook
Canada Outlook – Sticky core inflation challenges Bank of Canada
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- 30 November 2023 (5 min read)
Annual Outlook
US Outlook – Avoiding recession leaves little space for easing
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- 30 November 2023 (5 min read)
Macroeconomics
China Outlook – Short-term reprieve, long-term challenges
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- 30 November 2023 (5 min read)
Annual Outlook
Eurozone Outlook – Mind the return of market discipline
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- 30 November 2023 (5 min read)
Annual Outlook
Investment Strategy Outlook – Modest growth, modest returns
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- 30 November 2023 (7 min read)
Annual Outlook
Long term rates and debt evolutions, both in the US and in Europe
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- 30 November 2023 (7 min read)
Annual Outlook
Emerging Markets Outlook – living on the (dollar) edge
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- 30 November 2023 (5 min read)