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.

Viewpoint Chief Economist

Independence Wars Ahead?

  • by Gilles Moëc
  • 20 May 2024 (10 min read)
Viewpoint Chief Economist

European Convergence

  • by Gilles Moëc
  • 13 May 2024 (10 min read)
Macroeconomics

What will it take?

  • by Gilles Moëc
  • 06 May 2024 (10 min read)

Macroeconomic Research

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

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 Global Macro Monthly - Inflation divergence to drive monetary tensions

  • by David Page, François Cabau, and others
  • 27 March 2024 (7 min read)

Annual Outlook

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

Annual Outlook

Pensions investment outlook 2024: Mining for opportunities amid easing growth

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

Beware the merchants of doom

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

Insurance investment outlook 2024: Catching opportunities across the risk spectrum

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