Insights Hub
AXA IM Insights Hub
Erfahren Sie hier mehr zur Strategie und den Märkten, sowie aktuellen Trends im Assetmanagement.422 insights found
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.
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 ...
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.
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.
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.
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.
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 ...
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 ...
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
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