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

Annual Outlook

Recessions likely amidst global realignment

Annual Outlook

Emerging markets outlook – Darkest before dawn

Annual Outlook

Global slowdown to subdue inflation

Annual Outlook

Japan outlook – Recovery appears set to continue

Annual Outlook

Insurance investment outlook 2023: Adapting to the higher-for-longer paradigm

Annual Outlook

UK outlook – Navigating troubled waters

Annual Outlook

Pensions investment outlook 2023: New realities, big decisions

Annual Outlook

China outlook – A bumpy path to reopening

Annual Outlook

Happy New Year from AXA Investment Managers for 2022