Investment Institute
Macroeconomics

Monthly Market Update

Our experts examine markets and the latest macroeconomic trends.

Monthly Market Update

January Global Macro Monthly - The great election year

  • by David Page , François Cabau , Hugo Le Damany , Yingrui Wang , Irina Topa-Serry , Luis Lopez-Vivas
  • 24 January 2024 (7 min read)
Monthly Market Update

October Global Macro Monthly -Geopolitics and yield add to macro uncertainty

  • by AXA Investment Managers
  • 25 October 2023 (10 min read)
Monthly Market Update

October OpEd - Bond pressure

  • by Gilles Moëc , Chris Iggo
  • 25 October 2023 (10 min read)
Monthly Market Update

September Op-Ed - In for the long haul

  • by Gilles Moëc , Chris Iggo
  • 27 September 2023 (10 min read)
Monthly Market Update

September Global Macro Monthly - Where we are in the cycle – and the supercycle

  • by AXA IM Investment Institute
  • 27 September 2023 (10 min read)
Monthly Market Update

July Global Macro Monthly - Ahead after the first half…

  • by AXA IM Investment Institute
  • 26 July 2023 (7 min read)
Monthly Market Update

July Op-Ed - Of landings, soft and hard

  • by Gilles Moëc , Chris Iggo
  • 26 July 2023 (5 min read)
Monthly Market Update

June Op-Ed - Looking beyond the immediate challenges

  • by Gilles Moëc , Chris Iggo
  • 28 June 2023 (10 min read)
Monthly Market Update

June Global Macro Monthly - A skip and a hop(e)

  • by AXA IM Investment Institute
  • 28 June 2023 (7 min read)