Investment Institute
Macroeconomics

Annual Outlook

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

Annual Outlook

Outlook Summary – Slowing mid-cycle, not crashing end-cycle
  • by David Page
  • 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

Japan Outlook – The Bank of Japan's year
  • by Hugo Le Damany
  • 30 November 2023 (5 min read)
Annual Outlook

Investment Strategy Outlook – Modest growth, modest returns
  • by Chris Iggo
  • 30 November 2023 (7 min read)
Annual Outlook

Rates Outlook – The year of bonds redux
  • by Alessandro Tentori
  • 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)
Annual Outlook

Macro outlook– Twin Policy Test
  • by Gilles Moëc
  • 30 November 2023 (7 min read)
Annual Outlook

Currencies Outlook – US dollar high(er) for longer
  • by Romain Cabasson
  • 30 November 2023 (5 min read)
Annual Outlook

Recessions likely amidst global realignment
  • by David Page
  • 01 December 2022 (5 min read)
Annual Outlook

Emerging markets outlook – Darkest before dawn
  • by Irina Topa-Serry
  • 01 December 2022 (7 min read)