AXA IM Insights Hub

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

713 insights found

Iggo's insight

Thinking about thinking

It appears that the US Federal Reserve (Fed) is closer to achieving its inflation target than it expected to be when the “average inflation rate” framework was first presented.

Iggo's insight
10 minute read


Central bankers think inflation has undershot medium term targets in recent years.

Research & Investment Strategy
10 minute read

Tourism: How Asia and other emerging markets could bounce back

The pandemic has given many countries a long path to recovery

Research & Investment Strategy
15 minute read

Central bank digital currencies, reserve currencies and geopolitics

When it comes to central bank digital currencies (CBDCs), the focus of market participants and regulators – especially in the banking industry - is mainly associated with their disruptive natu ...

Responsible investment

What does Responsible Investment mean in practice?

Responsible investing refers to strategies and practices that incorporate ESG factors in investment decisions and active ownership.

Rosenberg equities
10 minute read

Value returns: Bringing the “multi” back to multi-factor

Long-suffering factor investors may only be willing to whisper it, but the data say it loud and clear: value is back.

Responsible investment

Engagement is not something which happens over night

Active ownership is about using your rights and influence as an investor to engage investee companies in a productive dialogue and driving change that can make a tangible difference.

Market thinking

The “great acceleration” intensifies pressure on insurers

While the world is recovering from 2020’s massive shock, it accentuated the challenges facing insurers.

Iggo's insight

Fuel from the bin

As time goes by, it becomes clearer what needs to be done to accelerate the shift to a zero carbon economy.