Investment Institute
Macroeconomics

Monthly Market Update

Our experts examine markets and the latest macroeconomic trends.

Monthly Market Update

October Op-Ed: Bond Pressure
  • by Gilles Moëc, Chris Iggo
  • 14 November 2023 (7 min read)
Monthly Market Update

October Global Macro Monthly - Geopolitics and yield add to macro uncertainty
  • by AXA Investment Managers
  • 14 November 2023 (10 min read)
Monthly Market Update

September Op-Ed - In for the long haul
  • by Gilles Moëc, Chris Iggo
  • 06 October 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
  • 03 October 2023 (10 min read)
Monthly Market Update

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

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

June Op-Ed - Looking beyond the immediate challenges
  • by Gilles Moëc, Chris Iggo
  • 14 July 2023 (10 min read)
Monthly Market Update

June Global Macro Monthly - A skip and a hop(e)
  • by AXA IM Investment Institute
  • 14 July 2023 (7 min read)
Monthly Market Update

Peak in sight… but it’s a twin peak
  • by Gilles Moëc, Chris Iggo
  • 05 June 2023 (5 min read)
Monthly Market Update

Summertime ... and the (debt) ceiling is nearing
  • by AXA IM Investment Institute
  • 05 June 2023 (5 min read)