Macroeconomics
Read our latest views on global macroeconomic events.
Viewpoint Chief Economist
Gilles Moëc, Chief Economist, gives his latest insights on global macroeconomic trends.
Macroeconomic Research
Read our latest views on global macroeconomic events and find out what they mean for investors.
Brick by Brick: Unravelling China's property Puzzle
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- 02 May 2024 (10 min read)
2024’s elections around the world: The who’s who and the so what…
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- 23 January 2024 (7 min read)
Weekly Market Update
Take Two: the world of finance in two minutes.
Take Two: Fed leaves rates on hold; Eurozone economy returns to growth
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- 06 May 2024 (3 min read)
Take Two: US growth eases more than expected; Eurozone business activity accelerates
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- 29 April 2024 (3 min read)
Take Two: IMF raises global growth forecast; Eurozone inflation falls
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- 22 April 2024 (3 min read)
Monthly Market Update
Our experts examine markets and the latest macroeconomic trends.
April Monthly Investment Strategy - US shifts outlook, who shall follow?
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- 26 April 2024 (10 min read)
Annual Outlook
We analyse the trends and topics which we believe will shape the coming years.
Pensions investment outlook 2024: Mining for opportunities amid easing growth
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- 06 December 2023 (7 min read)
Insurance investment outlook 2024: Catching opportunities across the risk spectrum
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- 06 December 2023 (10 min read)
Outlook Summary – Slowing mid-cycle, not crashing end-cycle
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- 30 November 2023 (5 min read)
Market Alerts
The latest issues driving global markets.
Eurozone data wrap-up: Path beyond June ECB rate cut remains uncertain
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- 30 April 2024 (3 min read)
US reaction: Growth slows further, but inflation sting in the tail
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- 25 April 2024 (3 min read)
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