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.

Macroeconomics

Vox Populi

  • by Gilles Moëc
  • 04 December 2023 (7 min read)
Macroeconomics

Another Mountain

  • by Gilles Moëc
  • 27 November 2023 (10 min read)
Viewpoint Chief Economist

Dies IRA?

  • by Gilles Moëc
  • 20 November 2023 (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.

Weekly Market Update

Take Two: Global growth to ease in 2024; US Q3 growth revised up

  • by AXA Investment Managers
  • 04 December 2023 (3 min read)
Weekly Market Update

Take Two: Fed stays cautious; Eurozone business activity falls

  • by AXA Investment Managers
  • 27 November 2023 (3 min read)
Weekly Market Update

Take Two: US inflation falls; Japan’s economy contracts

  • by AXA Investment Managers
  • 20 November 2023 (3 min read)

Monthly Market Update

Our experts examine markets and the latest macroeconomic trends.

Monthly Market Update

October OpEd - Bond pressure

  • by Gilles Moëc , Chris Iggo
  • 25 October 2023 (10 min read)
Monthly Market Update

September Op-Ed - In for the long haul

  • by Gilles Moëc , Chris Iggo
  • 27 September 2023 (10 min read)
Monthly Market Update

July Op-Ed - Of landings, soft and hard

  • by Gilles Moëc , Chris Iggo
  • 26 July 2023 (5 min read)

Annual Outlook

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

Annual Outlook

Recessions likely amidst global realignment

  • by David Page
  • 01 December 2022 (5 min read)
Annual Outlook

US outlook - Mild recession to see inflation fall

  • by David Page
  • 01 December 2022 (7 min read)
Annual Outlook

Global slowdown to subdue inflation

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

    Disclaimer

    The information on this website is intended for investors domiciled in Switzerland.

    AXA Investment Managers Switzerland Ltd (AXA IM) is not liable for unauthorised use of the website.

    This website is for advertising and informational purpose only. The published information and expression of opinions are provided for personal use only. The information, data, figures, opinions, statements, analyses, forecasts, simulations, concepts and other data provided by AXA IM in this document are based on our knowledge and experience at the time of preparation and are subject to change without notice.

    AXA IM excludes any warranty (explicit or implicit) for the accuracy, completeness and up-to-dateness of the published information and expressions of opinion. In particular, AXA IM is not obliged to remove information that is no longer up to date or to expressly mark it a such. To the extent that the data contained in this document originates from third parties, AXA IM is not responsible for the accuracy, completeness, up-to-dateness and appropriateness of such data, even if only such data is used that is deemed to be reliable.

    The information on the website of AXA IM does not constitute a decision aid for economic, legal, tax or other advisory questions, nor may investment or other decisions be made solely on the basis of this information. Before any investment decision is made, detailed advice should be obtained that is geared to the client's situation.

    Past performance or returns are neither a guarantee nor an indicator of the future performance or investment returns. The value and return on an investment is not guaranteed. It can rise and fall and investors may even incur a total loss.

    AXA Investment Managers Switzerland Ltd.