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Erfahren Sie hier mehr zur Strategie und den Märkten, sowie aktuellen Trends im Assetmanagement.956 insights found
Pull to par
Bond yields are still low relative to current inflation and to their history. As such, there isn’t much bullishness around fixed income.
In the thick of the tightening
The Fed is doing a good job now, putting up rates along the path that it has successfully set out for the market.
Back to which future?
It would be extraordinary if advanced economies had reverted to the price and wage setting behaviours of forty years ago in the space of just one year.
Soft landing anyone?
Market pricing and economic forecasts currently point to a soft landing in the US.
Inflation was already hot, but the Ukraine war risks making it more durable
While the war in Ukraine has pushed many commodities prices higher, inflation was already about more than only food and oil.
Ukraine crisis update: The outlook for financial markets, global growth and inflation
Four AXA IM experts outline their thoughts on the impact of the crisis on markets, the global macroeconomic outlook, the path of inflation and emerging markets.
The impact of war in Ukraine should power the push for net zero
How can we sustain a post-COVID-19 recovery while addressing the impact of the Russian invasion of Ukraine?
Does bad get better?
The Fed’s tightening cycle is underway. Bonds have performed very poorly. There is a chance that they do better going forward.
Carbon Capture and Storage: Hiding dirt under the rug or a real clean up?
The economic equation of CCS is improving but remains challenging. Putting a price on carbon is a necessity for CCS to really take off.
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