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

Causes and FX

  • by Gilles Moëc
  • 29 April 2024 (10 min read)
Macroeconomics

Letter from China

  • by Gilles Moëc
  • 15 April 2024 (10 min read)
Macroeconomics

Saved by Supply

  • by Gilles Moëc
  • 08 April 2024 (7 min read)

Macroeconomic Research

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

Macroeconomic Research

Framing the ECB’s rate cutting cycle

  • by François Cabau
  • 26 February 2024 (10 min read)
Macroeconomic Research

2024’s elections around the world: The who’s who and the so what…

  • by Irina Topa-Serry, Luis Lopez-Vivas, and others
  • 23 January 2024 (7 min read)
Macroeconomic Research

The key drivers of 10-year US Treasury yields

  • by David Page
  • 18 January 2024 (7 min read)

Weekly Market Update

Take Two: the world of finance in two minutes.

Monthly Market Update

Our experts examine markets and the latest macroeconomic trends.

Monthly Market Update

April Op-Ed - Looking outside the West

  • by Gilles Moëc, Chris Iggo
  • 26 April 2024 (10 min read)
Monthly Market Update

April Monthly Investment Strategy - US shifts outlook, who shall follow?

  • by David Page, François Cabau, and others
  • 26 April 2024 (10 min read)
Monthly Market Update

March Op-Ed - Direction of travel confirmed

  • by Gilles Moëc, Chris Iggo
  • 27 March 2024 (7 min read)

Annual Outlook

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

Annual Outlook

Insurance investment outlook 2024: Catching opportunities across the risk spectrum

  • by Arnaud Lebreton, Amaury Boyenval
  • 06 December 2023 (10 min read)
Annual Outlook

Beware the merchants of doom

  • by Nigel Topping
  • 06 December 2023 (5 min read)
Annual Outlook

Pensions investment outlook 2024: Mining for opportunities amid easing growth

  • by Martin Sanders
  • 06 December 2023 (7 min read)

Market Alerts

The latest issues driving global markets.

Market Alerts

Eurozone data wrap-up: Path beyond June ECB rate cut remains uncertain

  • by François Cabau, Hugo Le Damany
  • 30 April 2024 (3 min read)
Market Alerts

Japan reaction: Cautious stance from the BoJ

  • by Gabriella Dickens
  • 26 April 2024 (3 min read)
Market Alerts

US reaction: Growth slows further, but inflation sting in the tail

  • by David Page
  • 25 April 2024 (3 min read)