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.
Macroeconomic Research
Read our latest views on global macroeconomic events and find out what they mean for investors.
Macroeconomic Research
India’s economy: A compelling growth and investment story but challenges remain
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- 11 June 2024 (10 min read)
Macroeconomic Research
Eurozone corporate profits outlook: How they could influence the ECB
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- 31 May 2024 (10 min read)
Weekly Market Update
Take Two: the world of finance in two minutes.
Weekly Market Update
Take two: ECB keeps interest rates unchanged; IMF ups 2025 global growth forecast
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- 22 July 2024 (3 min read)
Weekly Market Update
Take Two: US inflation eases; France to begin new parliamentary session
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- 12 July 2024 (3 min read)
Weekly Market Update
Take Two: Eurozone inflation eases; Labour wins landslide UK election victory
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- 08 July 2024 (3 min read)
Monthly Market Update
Our experts examine markets and the latest macroeconomic trends.
Monthly Market Update
June Monthly Investment Strategy - The times they are a-changin’
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- 26 June 2024 (10 min read)
Monthly Market Update
June Op-Ed - Political risks get in the way of decent macro
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- 26 June 2024 (10 min read)
Monthly Market Update
May Monthly Investment Strategy - Governments extend influence over outlooks
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- 30 May 2024 (10 min read)
Annual Outlook
We analyse the trends and topics which we believe will shape the coming years.
Annual Outlook
Insurance investment outlook 2024: Catching opportunities across the risk spectrum
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- 06 December 2023 (10 min read)
Annual Outlook
Pensions investment outlook 2024: Mining for opportunities amid easing growth
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- 06 December 2023 (7 min read)
Market Alerts
The latest issues driving global markets.
Market Alerts
China reaction: Q2 GDP marks the start of The Third Plenum
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- 15 July 2024 (5 min read)
Market Alerts
US reaction: Services inflation makes pivotal shift lower
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- 11 July 2024 (5 min read)