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Erfahren Sie hier mehr zur Strategie und den Märkten, sowie aktuellen Trends im Assetmanagement.534 insights found
3. April 2020
A view from the markets – Cash-flow
This is a locked-down musing on the impact that disrupted cash-flows have on different asset classes. While government revenue is undercut by the recession, government can still fund itself and repay ...
2. April 2020
COVID-19 Impact: AXA IM’s macroeconomic and investment strategy update
The COVID-19 crisis continues to cause significant volatility
1. April 2020
The return of the Quantitative Easing trade
Inflation linked bonds have performed well during the years of quantitative easing.
27. März 2020
Denial, panic, hope.
We are passing through stages of a global social and economic disaster. The denial of February quickly became the panic of March. Now markets are responding to the massive policy response.
26. März 2020
COVID-19 Impact: AXA IM’s macroeconomic and investment strategy update
The COVID-19 crisis continues to cause significant volatility. This is an exceptional and defining time for the global economy, but policymakers and central banks are taking decisive action to steady ...
26. März 2020
March Investment Strategy - Preparing the recovery
The extension of the covid-19 pandemic is forcing a growing number of countries into “lockdowns”, which will have a very significant impact on economic activity since the worst-hit sectors (restauran ...
25. März 2020
The Evolving Economy: How companies are navigating long-term trends
New technologies and demographic shifts have changed the ways that companies behave, as they seek to take advantage of long-term trends. Many have taken steps to adapt the way they operate, and the g ...
24. März 2020
Multi-Asset Investments views – April 2020 – COVID 19 crisis: we have reduced our exposure to risky assets as short-term risk are high
Reduction of equity positioning in the short term - Virus related slow-down in Q2 and Q3 of 2020 is pushing the global economy into recession. Earnings should fall heavily
20. März 2020
Dark Days
As we all isolate and get used to home video conferences and virtual lunches, there is much to reflect on.
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