Investment Institute
Macroeconomics

Macroeconomic Research

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

Macroeconomic Research

Inflation: Still transitory, just for longer
  • by Jonathan Baltora
  • 29 November 2021 (5 min read)
Macroeconomic Research

Tapering, profit and equity prices
  • by Gilles Moëc, Hugo Le Damany
  • 03 November 2021 (7 min read)
Macroeconomic Research

China: Riding the green wave
  • by Aidan Yao, Théo Kotula
  • 27 October 2021 (7 min read)
Macroeconomic Research

Climate change: The economic cost of inaction
  • by David Page
  • 26 October 2021 (5 min read)
Macroeconomic Research

Climate Change – on board? If not, why?

  • by AXA Investment Managers
  • 25 October 2021 (5 min read)
Macroeconomic Research

What are the issues we face as asset managers with companies greenwashing?
  • by AXA Investment Managers
  • 25 October 2021 (5 min read)
Macroeconomic Research

Leading the transition as investors
  • by AXA Investment Managers
  • 25 October 2021 (5 min read)
Macroeconomic Research

What are you seeing in markets as a result of decarbonisation?

  • by AXA Investment Managers
  • 25 October 2021 (5 min read)
Macroeconomic Research

How important is government action in decarbonising our global economy?
  • by AXA Investment Managers
  • 25 October 2021 (5 min read)
Macroeconomic Research

German elections: The post-Merkel era
  • by Hugo Le Damany
  • 23 September 2021 (10 min read)