Beyond the Respite

You can read a comprehensive analysis of global economic trends and implications for investors in 2025. Produced by AXA Investment Managers, it highlights key macroeconomic developments and investment opportunities.

• Economic Insights: Easing inflation in the U.S. and U.K. offers a reprieve for bond markets, but structural challenges persist.
• Policy Updates: Evaluates trade policies, including tariffs, as tools for economic rebalancing.
• Regional Highlights: Analysis of Germany’s competitive strategies against China and Europe’s shifting trade landscape.
• Market Trends: Observations on fixed income dynamics and equity market performance amid evolving macro conditions.

Discover actionable insights by accessing the full report.