Investment Institute
Macroeconomics

Annual Outlook

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

Annual Outlook

Eurozone Outlook – Mind the return of market discipline

Annual Outlook

Emerging Markets Outlook – living on the (dollar) edge

  • by Irina Topa-Serry
  • 30 November 2023 (5 min read)
Annual Outlook

Outlook 2024: Global growth to slow but bonds geared-up for potentially strong gains

  • by David Page, Chris Iggo
  • 30 November 2023 (10 min read)
Annual Outlook

Japan Outlook – The Bank of Japan's year

  • by Hugo Le Damany
  • 30 November 2023 (5 min read)
Annual Outlook

Equity Outlook – Thriving in the mist

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

Global slowdown to subdue inflation

  • by AXA IM Investment Institute
  • 01 December 2022 (5 min read)
Annual Outlook

UK outlook – Navigating troubled waters

  • by Modupe Adegbembo
  • 01 December 2022 (7 min read)
Annual Outlook

Insurance investment outlook 2023: Adapting to the higher-for-longer paradigm

  • by Amaury Boyenval, Christophe Herpet
  • 01 December 2022 (10 min read)
Annual Outlook

Eurozone outlook – Difficult roads ahead

Annual Outlook

Pensions investment outlook 2023: New realities, big decisions

  • by Martin Sanders
  • 01 December 2022 (5 min read)

    Disclaimer

    This website is published by AXA Investment Managers Australia Ltd (ABN 47 107 346 841 AFSL 273320) (“AXA IM Australia”) and is intended only for professional investors, sophisticated investors and wholesale clients as defined in the Corporations Act 2001 (Cth).

    This publication is for informational purposes only and does not constitute investment research or financial analysis relating to transactions in financial instruments, nor does it constitute on the part of AXA Investment Managers or its affiliated companies an offer to buy or sell any investments, products or services, and should not be considered as solicitation or investment, legal or tax advice, a recommendation for an investment strategy or a personalized recommendation to buy or sell securities.

    Market commentary on the website has been prepared for general informational purposes by the authors, who are part of AXA Investment Managers. This market commentary reflects the views of the authors, and statements in it may differ from the views of others in AXA Investment Managers.

    Due to its simplification, this publication is partial and opinions, estimates and forecasts herein are subjective and subject to change without notice. There is no guarantee forecasts made will come to pass. Data, figures, declarations, analysis, predictions and other information in this publication is provided based on our state of knowledge at the time of creation of this publication. Whilst every care is taken, no representation or warranty (including liability towards third parties), express or implied, is made as to the accuracy, reliability or completeness of the information contained herein. Reliance upon information in this material is at the sole discretion of the recipient. This material does not contain sufficient information to support an investment decision.

    All investment involves risk , including the loss of capital. The value of investments and the income from them can fluctuate and investors may not get back the amount originally invested.