AXA IM Insights Hub

Erfahren Sie hier mehr zur Strategie und den Märkten, sowie aktuellen Trends im Assetmanagement.

422 insights found

Iggo's insight

15. August 2019

Doesn't Feel Good

Bond yields have plunged this summer. The cyclical slowdown and a wall of political worries has created a surge in demand for safe assets. Investors are trying to figure out what it all means.

The Evolving Economy

15. August 2019

Using technology to tackle growing electronic waste

Electronic waste – more commonly known as e-waste – refers to the disposal of broken or obsolete electronic equipment, and unless it is disposed of responsibly, it can have serious envi ...

Research & Investment Strategy

13. August 2019

Easing cycle underway

Going forward, we expect Asian central banks to continue to cut rates with a few exceptions – Bank Negara Malaysia and State Bank of Vietnam.

Macro insights

12. August 2019

Italian and Argentinian political developments, while UK Q2 GDP is lower than expected

Last week Lega leader Matteo Salvini submitted a no-confidence motion, following a contentious Senate vote on the construction of a high-speed rail link between France and Italy.

Macro insights

7. August 2019

Trump trade policy dominates, Fed announces rate cut, BoE position unchanged

It is with a certain resignation that we observe US President Donald Trump once again plunging the US into heightening trade tensions with China.

The Evolving Economy

31. Juli 2019

How are challenger banks disrupting the retail banking industry?

The past 2-3 years have seen challenger banks gain traction, with some attracting significant venture capital funding.

Responsible investment

31. Juli 2019

ESG and financial returns: The academic perspective

An increasing amount of academic research is showing that the incorporation of environmental, social and governance (ESG) factors can potentially lead to better performance for both companies and the ...

Macro insights

29. Juli 2019

ECB determined but undecided while Fed rate decision will dominate and UK PM hardens Brexit stance

The introductory statement of last week’s ECB meeting was dovish on several fronts. The ECB introduced an easing bias in its forward guidance of “rates at present or lower levels”, and emphasised its ...

MAI views

29. Juli 2019

Multi-asset investments views - August 2019: Extreme pricing

We remain prudent on US equities given trade war risks and aggressive Fed pricing; we have introduced a cyclical tilt in our Euro equity exposure as market pessimism on growth is extreme