Investment Institute
Macroeconomics

Macroeconomic Research

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

Monthly Market Update

April Op-Ed - The return of inflation is a US story
  • by Gilles Moëc, Chris Iggo
  • 21 April 2021 (7 min read)
Monthly Market Update

March Op-Ed - Who can resist market contagion?
  • by Gilles Moëc, Chris Iggo
  • 24 March 2021 (7 min read)
Monthly Market Update

March Op-Ed: Who can resist market contagion?
  • by Gilles Moëc, Chris Iggo
  • 24 March 2021 (7 min read)
Macroeconomic Research

Entering the world's second largest bond market
  • by Aidan Yao, Shirley Shen
  • 09 February 2021 (5 min read)
Macroeconomic Research

Stubborn Second Wave
  • by Gilles Moëc
  • 14 December 2020 (5 min read)
Macroeconomic Research

It ain’t over ‘til it’s over
  • by Gilles Moëc
  • 16 November 2020 (5 min read)
Macroeconomic Research

Monthly Op-Ed - Addicted to policies
  • by Gilles Moëc, Chris Iggo
  • 21 October 2020 (5 min read)
Macroeconomic Research

Gravity wins in the end
  • by Gilles Moëc
  • 28 September 2020 (10 min read)
Macroeconomic Research

Monthly Op-Ed - Focus on the swoosh or the push?
  • by Gilles Moëc, Chris Iggo
  • 24 September 2020 (10 min read)
Macroeconomic Research

Waiting for Godot - Waiting for depo
  • by AXA Investment Managers
  • 01 March 2019 (5 min read)