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Investment Institute
Macroeconomics

Annual Outlook

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

Annual Outlook

China outlook – A bumpy path to reopening
  • by Aidan Yao
  • 01 December 2022 (7 min read)
Annual Outlook

US outlook - Mild recession to see inflation fall
Annual Outlook

Global slowdown to subdue inflation

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

Emerging markets outlook – Darkest before dawn
  • by Irina Topa-Serry
  • 01 December 2022 (7 min read)
Annual Outlook

Insurance investment outlook 2023: Adapting to the higher-for-longer paradigm
  • by Arnaud Lebreton, Christophe Herpet
  • 01 December 2022 (10 min read)
Annual Outlook

Japan outlook – Recovery appears set to continue
  • by Modupe Adegbembo
  • 01 December 2022 (7 min read)
Annual Outlook

Pensions investment outlook 2023: New realities, big decisions
  • by Martin Sanders
  • 01 December 2022 (5 min read)
Annual Outlook

UK outlook – Navigating troubled waters
  • by Modupe Adegbembo
  • 01 December 2022 (7 min read)
Annual Outlook

Macro outlook – The clouds around the inflation peak
Annual Outlook

Outlook 2022: Policy making amidst uncertainty
  • by AXA Investment Managers
  • 01 December 2021 (5 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.