AXA IM Insights HubExplore more about the strategy and current trends in asset management.
859 insights found
More than the message from the “median Fed forecaster” we focus on the polarization within the FOMC. We remain in the “it’s a transitory” camp on inflation, but we reiterate our view that US real rat ...
Thinking about thinking
It appears that the US Federal Reserve (Fed) is closer to achieving its inflation target than it expected to be when the “average inflation rate” framework was first presented.
Central bankers think inflation has undershot medium term targets in recent years.
Tourism: How Asia and other emerging markets could bounce back
The pandemic has given many countries a long path to recovery
Central bank digital currencies, reserve currencies and geopolitics
When it comes to central bank digital currencies (CBDCs), the focus of market participants and regulators – especially in the banking industry - is mainly associated with their disruptive natu ...
What does Responsible Investment mean in practice?
Responsible investing refers to strategies and practices that incorporate ESG factors in investment decisions and active ownership.
Value returns: Bringing the “multi” back to multi-factor
Long-suffering factor investors may only be willing to whisper it, but the data say it loud and clear: value is back.
Still no smoking gun
More signals of supply-side tension in the US have emerged with the release of the labor market data for May. We focus on the strong rebound in the relative pay of low-skilled workers in the hospital ...
Engagement is not something which happens over night
Active ownership is about using your rights and influence as an investor to engage investee companies in a productive dialogue and driving change that can make a tangible difference.