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

New Shocks, Old Debates

  • by Gilles Moëc
  • 23 May 2022 (7 min read)
Viewpoint Chief Economist

Soft-ish landing (with luck)

  • by Gilles Moëc
  • 09 May 2022 (7 min read)
Viewpoint Chief Economist

Policy tectonic plates shifting

  • by Gilles Moëc
  • 02 May 2022 (7 min read)

Macroeconomic Research

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

Macroeconomic Research

The Ukraine crisis and its impact on insurers

  • by Arnaud Lebreton , Yolande Poulou
  • 26 May 2022 (7 min read)
Macroeconomic Research

China green bonds: Too big and attractive to ignore

  • by Aidan Yao , Shirley Shen
  • 13 April 2022 (7 min read)
Macroeconomic Research

When it comes to market volatility, sometimes it’s best to stay put

  • by Chris Iggo
  • 06 April 2022 (5 min read)

Monthly Market Update

Our experts examine markets and the latest macroeconomic trends.

Monthly Market Update

Outlook 2022: China – Striking a finer balance between growth and sustainability

  • by Aidan Yao
  • 16 December 2021 (5 min read)
Monthly Market Update

Tapering, profit and equity prices

  • by Gilles Moëc , Hugo Le Damany
  • 03 November 2021 (7 min read)
Monthly Market Update

October Op-Ed - The monetary tide is turning

  • by Gilles Moëc , Chris Iggo
  • 20 October 2021 (10 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)