Investment Institute
Macroeconomics

Annual Outlook

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

Annual Outlook

Macro outlook – The clouds around the inflation peak
  • by Gilles Moëc
  • 01 December 2022 (7 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)
Annual Outlook

Global slowdown to subdue inflation

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

Japan outlook – Recovery appears set to continue
  • by Modupe Adegbembo
  • 01 December 2022 (7 min read)
Annual Outlook

Insurance investment outlook 2023: Adapting to the higher-for-longer paradigm
  • by Arnaud Lebreton , Christophe Herpet
  • 01 December 2022 (10 min read)
Annual Outlook

UK outlook – Navigating troubled waters
  • by Modupe Adegbembo
  • 01 December 2022 (7 min read)
Annual Outlook

Pensions investment outlook 2023: New realities, big decisions
  • by Martin Sanders
  • 01 December 2022 (5 min read)
Annual Outlook

China outlook – A bumpy path to reopening
  • by Aidan Yao
  • 01 December 2022 (7 min read)
Annual Outlook

Investment Outlook – Positive but tempered return expectations
  • by Chris Iggo
  • 01 December 2022 (7 min read)