AXA IM Insights Hub

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

459 insights found

Research & Investment Strategy

23. Oktober 2019

October Investment Strategy - Re-balance sheet policy

With some progress on the trade war and Brexit, some tail risks are receding. But we are far from resolution.

MAI views

23. Oktober 2019

Multi-asset investments views – November 2019 Is this as good as it gets?

Rosenberg equities

23. Oktober 2019

Perspectives Global Equities - Q3 2019

Markets were given a boost early in the quarter when the US Federal Reserve (the Fed) cut interest rates and central banks globally maintained supportive monetary policies.

Macro insights

21. Oktober 2019

Chinese growth at three-decade low, Brexit deal agreed but uncertainty continues

Better September data not enough to arrest China’s growth slowdown. A moderate recovery in September activity failed to prevent China’s GDP growth from falling to 6% - its lowest in almost three deca ...

MAI views

17. Oktober 2019

Multi-Asset investment views - October 2019

Serge Pizem shares his views on the global economic outlook

Macro insights

14. Oktober 2019

Negotiations on trade and Brexit continue, but has progress been made?

Trade tensions will continue to dominate the economic outlook. The coming week’s Empire State and Philadelphia Federal surveys will provide the first estimates of October’s US manufacturing activity.

The Evolving Economy

14. Oktober 2019

How is consolidation transforming the payments industry?

The payments sector has experienced a significant amount of consolidation in recent years, with pure payment firms such as WorldPay and Visa establishing themselves as larger players in the industry ...

Iggo's insight

11. Oktober 2019

Changes

Markets have performed well this year despite all the uncertainties. A clearing of some of those is possible in the weeks ahead (possible I said, not probable). If that does happen, risk is likely to ...

Research & Investment Strategy

10. Oktober 2019

US repo rate surge

Tensions in short-term funding markets in September suggest a fundamental scarcity of reserves.