AXA IM Insights Hub

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

698 insights found

Responsible investment

Should responsible investors only consider ‘green leaders’?

Instinctively, we are tempted to think that a responsible investor will categorically refuse to invest in companies that pollute or are too resource-intensive

Iggo's insight

A new commodity boom

Commodity prices are booming. This is consistent with strong growth, equity outperformance and rising long-term yields.

Iggo's insight

A view from the markets – Sunny with distant clouds

The world remains almost perfect for equities. Growth is strong and earnings are rising.

Responsible investment

EU Taxonomy: a pathway to superior corporate sustainability

Climate change is arguably the greatest challenge the world currently faces.

Research & Investment Strategy

China: Financing the Green transformation

How green bonds can drive Beijing’s sustainability ambition

Research & Investment Strategy

The inflation outlook: What’s changed?

US stimulus makes a sustainable, gradual inflation rise more likely

Iggo's insight

Super greed

Unbridled capitalism has its limits. This has been confirmed by football (soccer). Customers (fans) have been deprived of fully enjoying the product for the last year and the suggestion that it would ...

Research & Investment Strategy

April Global Macro Monthly - Inflation to rise, but how fast and for how long?

Virus and vaccines continue to drive growth outlooks. China saw a slower first quarter, but we raise our annual outlook.

Research & Investment Strategy

April Op-Ed - The return of inflation is a US story

Inflation expectations in the US non-financial sectors continue to rise. However, we think a post-covid inflation regime change is not obvious, and if it materialised would remain limited to the US