AXA IM Insights Hub

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

645 insights found

Iggo's insight

Old favourites

Some old favourite themes have been in focus this week as we took a breather from events in Washington.

Research & Investment Strategy

RCEP: Integrating Asia beyond trade

Gauging the impacts of creating the world’s largest trading bloc

Iggo's insight

Roaring twenties

I hope you were able to stay safe and enjoy the holidays and I wish you a very happy and prosperous 2021.

Responsible investment

Climate Alignment Principles: How to invest in line with a +1.5˚C goal

As efforts to deliver on the Paris Agreement galvanise, investors are beginning to switch from simple commitments to tangible actions.

Research & Investment Strategy

December Global Macro Monthly & Investment Strategy - Covid 19: It’s behind you… Oh no it isn’t

Research & Investment Strategy
5 minute read

Monthly Op-Ed - Tougher winter, promising summer

Vaccinations underway in the US and UK are a big boost for the outlook for 2021, but the benefits will still take time to arrive.

Research & Investment Strategy

Global Factor Views

Near-term vaccine euphoria: Vaccine announcements by a number of drug companies in November led to a classic relief rally, with a rotation away from stocks with high earnings quality (which had led t ...

Responsible investment

COVID-19: Investors find new ways to drive positive social outcomes

The COVID-19 pandemic has put corporate ESG practices in the spotlight.

Iggo's insight
10 minute read

Risk premium repression

In 2021 the pandemic should be over, Trump will be gone and Brexit done. But one thing will still be with us and that is the overwhelming influence of monetary policy over financial markets