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.

Macroeconomics

What will it take?

Macroeconomics

Letter from China

Macroeconomics

Saved by Supply

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.

Annual Outlook

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

Annual Outlook

Equity Outlook – Thriving in the mist

  • by Emmanuel Makonga
  • 30 November 2023 (7 min read)
Annual Outlook

Long term rates and debt evolutions, both in the US and in Europe

  • by Olivier Blanchard
  • 30 November 2023 (7 min read)
Annual Outlook

China Outlook – Short-term reprieve, long-term challenges

  • by Yingrui Wang
  • 30 November 2023 (5 min read)

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