Investment Institute


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

Mid-summer blues

  • by Gilles Moëc
  • 01 August 2022 (7 min read)
Viewpoint Chief Economist

Will Meloni Mellow?

  • by Gilles Moëc
  • 25 July 2022 (7 min read)
Viewpoint Chief Economist

Testing Time Coming Early

  • by Gilles Moëc
  • 18 July 2022 (7 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

July Op-Ed - Signs of recession accumulating, but is it fully in the price?

  • by Gilles Moëc , Chris Iggo
  • 27 July 2022 (7 min read)
Monthly Market Update

July Global Macro Monthly - Temperature keeps on rising for central banks

  • by AXA IM Investment Institute
  • 27 July 2022 (10 min read)
Monthly Market Update

June Op-Ed - Stories for the summer

  • by Gilles Moëc , Chris Iggo
  • 29 June 2022 (5 min read)

Annual Outlook

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

Annual Outlook

Outlook 2022: Rates – Upward Pressure

  • by Alessandro Tentori
  • 16 December 2021 (5 min read)
Annual Outlook

Outlook 2022: US – Structural realignment to ease pricing pressures

  • by David Page
  • 10 December 2021 (5 min read)
Fixed Income

Outlook 2022: Asian Equities – China: a different stage in the cycle

  • by William Chuang , Natalia Mu
  • 06 December 2021 (5 min read)


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