AXA IM Insights Hub

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

605 insights found

Fintech

What investors need to know about fintech

Five points that sum up the fintech industry.

Iggo's insight

A view from the markets – True Faith

Forward markets don’t see US 2-year Treasury yields above 1% again for at least five years. The technology sector has just delivered blow-out earnings numbers for Q2.

Responsible investment

How to blend factors to invest sustainably

How do you like your coffee? Whatever you prefer, all coffees contain a small number of key ingredients. Factor investing may sound complex, but in essence, it’s nothing new. For decades, investors h ...

Responsible investment

2020 Proxy Voting Season Review: Beyond ‘business as usual’

The global COVID-19 pandemic brought disruption to voting season across Europe, North America and Japan. Companies struggled to host in-person meetings, but many quickly moved to hold virtual AGMs, a ...

Market thinking

COVID-19: Why 2020 is not 2008 – the fund manager view

As we consider how the world will recover from COVID-19, it is vital that we remain aware of how this crisis is very different in nature to the market shock of 2008/2009 and understand how this will ...

Research & Investment Strategy

US presidential election preview: You’re fired?

Outlook for the 2020 vote, and the potential economic and market consequences

MAI views

Multi-Asset Investments views – August 2020 - Fiscal support firing on all cylinders

Iggo's insight

European Summer

The strongly developing consensus appears to be pro-Europe relative to the US. A stronger Euro and a negative view on US equities is part of that. The political and health situation in the US is begi ...

Research & Investment Strategy

July Investment Strategy - And after the summer?

Europe has been enjoying a rare moment of outperformance recently.