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Investment Institute
Macroeconomics

Macroeconomic Research

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

Macroeconomic Research

2024’s elections around the world: The who’s who and the so what…
  • by AXA IM Investment Institute
  • 23 January 2024 (7 min read)
Macroeconomic Research

The key drivers of 10-year US Treasury yields

  • by David Page
  • 18 January 2024 (7 min read)
Macroeconomic Research

Can Europe make it through another winter? An update on Europe’s gas crisis and a case study on Germany 
  • by Hugo Le Damany
  • 19 October 2023 (10 min read)
Macroeconomics

Reshaping the map: Friendshoring in Asia
  • by Luis Lopez-Vivas
  • 17 October 2023 (10 min read)
Macroeconomic Research

Eurozone public debt sustainability: Make hay while the sun shines
Macroeconomic Research

UK public debt sustainability: Post–Truss truths
  • by Modupe Adegbembo
  • 12 June 2023 (3 min read)
Macroeconomics

US debt ceiling impasse: Unnecessary and unavoidable
  • by David Page
  • 03 May 2023 (5 min read)
Macroeconomics

Brazil: Lula 3.0 – Good news for climate and biodiversity?
  • by Luis Lopez-Vivas
  • 24 April 2023 (5 min read)
Macroeconomics

Bank of Japan policy update: A question of when, not if

  • by Modupe Adegbembo, Ryutaro Kimura
  • 11 April 2023 (7 min read)
Macroeconomic Research

2023 emerging market elections: The who’s who and the so what…
  • by AXA IM Investment Institute
  • 27 January 2023 (7 min read)

    Risk Warning

    The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested.