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.

Viewpoint Chief Economist

One Week at a Time

  • by Gilles Moëc
  • 01 July 2024 (10 min read)
Macroeconomics

Mind the Crowds!

  • by Gilles Moëc
  • 24 June 2024 (10 min read)
Macroeconomics

Uncertain Winds

  • by Gilles Moëc
  • 17 June 2024 (10 min read)

Macroeconomic Research

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

Weekly Market Update

Take Two: the world of finance in two minutes.

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’

  • by David Page, Hugo Le Damany, and others
  • 26 June 2024 (10 min read)
Monthly Market Update

June Op-Ed - Political risks get in the way of decent macro

  • by Gilles Moëc, Chris Iggo
  • 26 June 2024 (10 min read)
Monthly Market Update

May Monthly Investment Strategy - Governments extend influence over outlooks

  • by David Page, François Cabau, and others
  • 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

  • by Arnaud Lebreton, Amaury Boyenval
  • 06 December 2023 (10 min read)
Annual Outlook

Beware the merchants of doom

  • by Nigel Topping
  • 06 December 2023 (5 min read)
Annual Outlook

Pensions investment outlook 2024: Mining for opportunities amid easing growth

  • by Martin Sanders
  • 06 December 2023 (7 min read)

Market Alerts

The latest issues driving global markets.

Macroeconomics

European Parliament and French elections: Investor update

  • by Gilles Moëc, Chris Iggo, and others
  • 24 June 2024 (10 min read)
Market Alerts

EM Latin America reaction: A positive start to 2024

  • by Luis Lopez-Vivas
  • 18 June 2024 (5 min read)
Market Alerts

China reaction: Stability in CPI, easing in PPI, contrast in demand

  • by Yingrui Wang
  • 12 June 2024 (3 min read)