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.
Macroeconomic Research
Brick by Brick: Unravelling China's property Puzzle
- by
- 02 May 2024 (10 min read)
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 , ,
- 23 January 2024 (7 min read)
Weekly Market Update
Take Two: the world of finance in two minutes.
Weekly Market Update
Take Two: Trade growth expected to double in 2024; Bank of England signals rate cuts
- by
- 13 May 2024 (3 min read)
Weekly Market Update
Take Two: Fed leaves rates on hold; Eurozone economy returns to growth
- by
- 06 May 2024 (3 min read)
Weekly Market Update
Take Two: US growth eases more than expected; Eurozone business activity accelerates
- by
- 29 April 2024 (3 min read)
Monthly Market Update
Our experts examine markets and the latest macroeconomic trends.
Monthly Market Update
April Monthly Investment Strategy - US shifts outlook, who shall follow?
- by David Page, François Cabau,
- 26 April 2024 (10 min read)
Monthly Market Update
April Op-Ed - Looking outside the West
- by Gilles Moëc, Chris Iggo
- 26 April 2024 (10 min read)
Monthly Market Update
March Global Macro Monthly - Inflation divergence to drive monetary tensions
- by David Page, François Cabau,
- 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 ,
- 06 December 2023 (10 min read)
Annual Outlook
Pensions investment outlook 2024: Mining for opportunities amid easing growth
- by
- 06 December 2023 (7 min read)
Market Alerts
The latest issues driving global markets.
Market Alerts
US reaction: April’s softer services CPI inflation insufficient, but first step to cut
- by David Page
- 15 May 2024 (5 min read)
Market Alerts
China reaction: CPI stabilised after a bumpy Q1, while PPI remained sluggish
- by
- 13 May 2024 (3 min read)
Market Alerts
UK reaction: UK exits recession with better-than-expected GDP growth
- by
- 10 May 2024 (3 min read)