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Investment Institute
Macroeconomics

Monthly Market Update

Our experts examine markets and the latest macroeconomic trends.

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

September Global Macro Monthly - Where we are in the cycle – and the supercycle
  • by AXA IM Investment Institute
  • 27 September 2023 (10 min read)
Monthly Market Update

July Global Macro Monthly - Ahead after the first half…
  • by AXA IM Investment Institute
  • 26 July 2023 (7 min read)
Monthly Market Update

July Op-Ed - Of landings, soft and hard
  • by Gilles Moëc, Chris Iggo
  • 26 July 2023 (5 min read)
Monthly Market Update

May Global Macro Monthly - Summertime ... and the (debt) ceiling is nearing
  • by AXA IM Investment Institute
  • 24 May 2023 (7 min read)
Macroeconomics

May Op-Ed - Peak in sight… but it’s a twin peak
  • by Gilles Moëc, Chris Iggo
  • 24 May 2023 (5 min read)
Monthly Market Update

April Op-Ed - Patchy disinflation will trigger policy divergence
  • by Gilles Moëc, Gregory Venizelos
  • 26 April 2023 (5 min read)
Monthly Market Update

April Global Macro Monthly - Central banks gauge lagged effects
  • by AXA IM Investment Institute
  • 26 April 2023 (7 min read)
Monthly Market Update

March Global Macro Monthly - Faith in the system
  • by AXA IM Investment Institute
  • 29 March 2023 (10 min read)
Monthly Market Update

March Op-Ed - Accelerated monetary tightening pass-through
  • by Gilles Moëc, Chris Iggo
  • 29 March 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.