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Investment Institute
Macroeconomics

Monthly Market Update

Our experts examine markets and the latest macroeconomic trends.

Monthly Market Update

April Op-Ed - Looking outside the West
  • by Gilles Moëc, Chris Iggo
  • 26 April 2024 (10 min read)
Monthly Market Update

April Monthly Investment Strategy - US shifts outlook, who shall follow?
  • by David Page, François Cabau, and others
  • 26 April 2024 (10 min read)
Monthly Market Update

March Op-Ed - Direction of travel confirmed
  • by Gilles Moëc, Chris Iggo
  • 27 March 2024 (7 min read)
Monthly Market Update

March Global Macro Monthly - Inflation divergence to drive monetary tensions
  • by David Page, François Cabau, and others
  • 27 March 2024 (7 min read)
Monthly Market Update

February Op-Ed - Exploring Exuberance
  • by Gilles Moëc, Chris Iggo
  • 28 February 2024 (10 min read)
Monthly Market Update

February Global Macro Monthly - Policy Rules and Monetary Tools
  • by David Page, François Cabau, and others
  • 28 February 2024 (10 min read)
Monthly Market Update

January Op-Ed - Cuts are coming – but the market needs to be more patient
  • by Gilles Moëc, Chris Iggo
  • 24 January 2024 (7 min read)
Monthly Market Update

January Global Macro Monthly - The great election year
  • by David Page, François Cabau, and others
  • 24 January 2024 (7 min read)
Monthly Market Update

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

October Global Macro Monthly -Geopolitics and yield add to macro uncertainty

  • by AXA Investment Managers
  • 25 October 2023 (10 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.