Investment Institute

Market Views

Macroeconomics

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

US 2024 presidential election preview: Trump faces new adversary

by David Page
26 July 2024 (10 min read)

France: political uncertainty to persist

by Hugo Le Damany
10 July 2024 (10 min read)

India’s economy: A compelling growth and investment story but challenges remain

by Danny Richards
11 June 2024 (10 min read)

Eurozone corporate profits outlook: How they could influence the ECB

by Hugo Le Damany
31 May 2024 (10 min read)

Will the US presidential election endanger an investment boom?

by David Page
20 May 2024 (10 min read)

Brick by Brick: Unravelling China's property Puzzle

by Yingrui Wang
02 May 2024 (10 min read)

Framing the ECB’s rate cutting cycle

by François Cabau
26 February 2024 (10 min read)

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)

The key drivers of 10-year US Treasury yields

by David Page
18 January 2024 (7 min read)

Can Europe make it through another winter? An update on Europe’s gas crisis and a case study on Germany

by Hugo Le Damany
19 October 2023 (10 min read)

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