Digital Economy - What investors need to know about digital economy

The Evolving Economy What investors need to know about digital economy ...

Tomorrow Augmented Social climbing: ESG investors get their heads around social risks

Thanks to COVID-19, ESG factors - and the social element in particular - are in the limelight

Tomorrow Augmented COVID-19: Stewardship and the pandemic

How has the coronavirus crisis impacted stewardship and how we might invest?

Tomorrow Augmented 10 ways the longevity economy is changing the way we live now

Longevity is about ‘whole of life’ – not just end of life. People of all ages are likely to use goods and services that come under this umbrella – which includes wellness, health and medical...

Digital Economy insight - How COVID-19 has accelerated trends in the digital economy

Many companies at the centre of the digital economy have been well-placed to support life under lockdown

How the Digital Economy has been supporting life in lockdown

Many of the companies within the Digital Economy have been well placed to
assist with the challenges presented by government enforced policies of Stay at
Home and Work from Home during the spread...

Iggo's Insight - A view from the markets – True Faith

Forward markets don’t see US 2-year Treasury yields above 1% again for at least five years. The technology sector has just delivered blow-out earnings numbers for Q2.

RI Insight - Responsible Investment Research - 2020 Proxy Voting Season Review: Beyond ‘business as usual’

The global COVID-19 pandemic brought disruption to voting season across Europe, North America and Japan. Companies struggled to host in-person meetings, but many quickly moved to hold virtual AGMs,...

RI insight - Infographic - Perfect Blend Factor Investing

How do you like your coffee? Whatever you prefer, all coffees contain a small number of key ingredients. Factor investing may sound complex, but in essence, it’s nothing new. For decades, investors...

Multi-Asset Investments views – August 2020 - Fiscal support firing on all cylinders

MAI views Multi-Asset Investments views – August 2020 - Fiscal support firing on all cylinders ...

Insight - What you need to know about industrial robotics

The demand for industrial robots has accelerated due to the ongoing trend towards automation and innovative technological advancements.

RI - Strategic Asset Allocation for a +1.5°C World: a proposed framework

Climate change is material risk - Global warming poses long-term physical risks as the climate changes, as well as nearer term risks as the energy sector shifts from fossil fuels to low-carbon...

July Investment Strategy - And after the summer?

Europe has been enjoying a rare moment of outperformance recently.

RI - TCFD report higlights - AXA IM Taskforce for Climate-related Financial Disclosure Report highlights

Responsible investment AXA IM Taskforce for Climate-related Financial Disclosure Report highlights ...

Market Thinking - COVID-19: Why 2020 is not 2008 – the fund manager view

As we consider how the world will recover from COVID-19, it is vital that we remain aware of how this crisis is very different in nature to the market shock of 2008/2009 and understand how this...

Iggo's insight - European Summer

The strongly developing consensus appears to be pro-Europe relative to the US. A stronger Euro and a negative view on US equities is part of that. The political and health situation in the US is...

Insight - Macro Research - US presidential election preview: You’re fired?

Outlook for the 2020 vote, and the potential economic and market consequences

COVID-19: Stewardship and the pandemic

AXA Investment Managers (AXA IM) today publishes its H1 2020 Stewardship Report, outlining its engagement programme for the first half of the year and how it exercised its voting rights in H1 2020.

AXA IM: Unterschiedliche Herausforderungen in Europa und Amerika

Die heftigsten Kurseinbrüche durch die Corona-Pandemie scheinen überstanden und die Aktienmärkte – insbesondere in Europa – erholen sich merklich.