AXA IM Insights Hub

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

438 insights found

Iggo's insight

13. September 2019

Summer's Gone

The ECB has cemented low rates for a long time and it will also resume buying bonds. Can yields rise substantially in that environment? I suspect that bond yields remain low, even if they don’t plumb ...

Responsible investment

11. September 2019

Biodiversity crisis: The role of investors in resolving species extinction - Part 2

AXA IM is set to start a biodiversity engagement programme with investee companies across several sectors, to better understand how such firms take this issue into account.

Responsible investment

11. September 2019

Biodiversity crisis: The role of investors in resolving species extinction - Part 1

We assess how investors are impacted by the practices of investee companies – in terms of those which cause biodiversity loss and others which are harmed by it.

Responsible investment

10. September 2019

Climate scenario analysis: Assessing the future for investments

Climate change scenario analysis seeks to understand the future impact of global warming. Our approach tests the alignment of investment portfolios to future global warming outcomes – essentia ...

Research & Investment Strategy

10. September 2019

China: source of tectonic shifts in global finance

China’s integration into the world will reshape the global financial system much like its economic integration did to the global economy.

Macro insights

9. September 2019

US payrolls signal easing, UK election seems inevitable and ECB between a rock and a hard place

A mixed batch of numbers from the latest US payrolls report last week left our outlook as expecting another easing in the US Fed Funds Rates in next week’s Federal Open Market Committee meeting.

Iggo's insight

6. September 2019

Get Your Coat

The short-lived divergence of global monetary policy in 2017-2018 gave way to the super gravitational pull of negative interest rates in 2019.

Research & Investment Strategy

5. September 2019

UK reaction: UK government loses control of Brexit

Last night saw a series of votes that appeared to sketch out the shape of the next phase of the Brexit process. On Tuesday night, Parliament voted by a majority of 27 to seize control of the Parliame ...

Research & Investment Strategy

5. September 2019

Italy: New cards on an old table

Italian politics are back at centre stage, with Lega party leader Matteo Salvini unexpectedly triggering a government crisis and making way for what in many ways is yet another spurious coalition. Th ...