Investment Institute
Macroeconomics

Macroeconomic Research

Read our latest views on global macroeconomic events and find out what they mean for investors.

Macroeconomic Research

Framing the ECB’s rate cutting cycle

  • by François Cabau
  • 26 February 2024 (10 min read)
Macroeconomic Research

2024’s elections around the world: The who’s who and the so what…

  • by Irina Topa-Serry , Luis Lopez-Vivas , Claire Dissaux , Hugo Le Damany , François Cabau , David Page
  • 23 January 2024 (7 min read)
Macroeconomic Research

The key drivers of 10-year US Treasury yields

  • by David Page
  • 18 January 2024 (7 min read)
Macroeconomic Research

Can Europe make it through another winter? An update on Europe’s gas crisis and a case study on Germany 

  • by Hugo Le Damany
  • 19 October 2023 (10 min read)
Macroeconomics

Reshaping the map: Friendshoring in Asia

  • by Luis Lopez-Vivas
  • 17 October 2023 (10 min read)
Macroeconomics

Poles to the polls at a crossroad

  • by Irina Topa-Serry
  • 28 September 2023 (7 min read)
Macroeconomic Research

Eurozone public debt sustainability: Make hay while the sun shines

  • by François Cabau
  • 31 July 2023 (5 min read)
Macroeconomics

Brazil: Lula 3.0 – Good news for climate and biodiversity?

  • by Luis Lopez-Vivas
  • 24 April 2023 (5 min read)
Macroeconomic Research

The unequal impact of inflation: How governments are responding

  • by David Page
  • 27 October 2022 (5 min read)
Macroeconomic Research

The economic impact of a Russian gas cut-off

  • by AXA Investment Managers
  • 30 September 2022 (5 min read)