AXA IM Insights Hub

Explore more about the strategy and current trends in asset management.

727 insights found

Iggo's insight

New Romantics

Growth is expected to surge in the months ahead. Nominal GDP will be stronger than seen for years.

Research & Investment Strategy

UK Budget: Next steps, not complete vision

David Page, Head of Macro Research, comments on the UK Budget and outlook for medium-term public finances.

The Evolving Economy

Quick Take with Mark Hargraves on the evolving economy

Responsible investment

The changing climate for sustainable investment

This Decade of Transition series looks at how environmental, social and governance (ESG) investment will play a fundamental role in achieving a more sustainable future

Iggo's insight

Risk, return, repeat

Fiscal dominance is a reality and markets are reacting to that. It doesn’t necessarily mean inflation, it doesn’t necessarily mean crowding out private borrowers.

Research & Investment Strategy

February Global Macro Monthly & Investment Strategy - Vaccine and stimulus: too much of a good thing?

The virus is fading from a year-end resurgence in most areas of the globe.

Research & Investment Strategy

Monthly Op-Ed - Dealing with overheating concerns (already)

The Biden plan could close the US output gap by the end of 2021.

Fixed income

Liquidity in a crisis: Comparing the credit market response in 2020 and 2008

The fast and adaptive market response that greeted the coronavirus shock last year showed how much the financial system has improved since the credit market liquidity issues of the global financial c ...

Fixed income

Coronavirus and emerging markets: A three-tier challenge

The path of economic recovery from the coronavirus pandemic will depend on a number of factors but the primary focus right now is the vaccination of the global population.

1

2

...

81

This page is for advertising and informational purposes only and does not constitute an offer to buy or sell any investments or products on the part of AXA Investment Managers or its affiliated companies and should not be considered a solicitation or investment, legal or tax advice. The strategies and/or products discussed herein may not be available in all jurisdictions and/or to certain types of investors. Opinions, estimates and forecasts herein are subjective and subject to change without notice. There is no guarantee that forecasts made will come to pass. No guarantee, warranty or representation is given as to the accuracy or completeness of this material. Reliance upon information in this material is at the sole discretion of the reader. This material does not contain sufficient information to support an investment decision. Further important information as well as information regarding the representative and the paying agent of the respective fund are available under important information.