AXA IM Insights Hub

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

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261 insights found

Iggo's insight

R-rate risk rise

Equities sold off this week as it became clear that the path to normalisation is not an easy one. Infection rates are rising in many parts of the United States and emerging markets, even while they a ...

Research & Investment Strategy

A motionless journey: From CFA franc to eco

The West African Economic Monetary Union countries and France have reached a set of reforms modernising the functioning of the franc zone, an area of monetary cooperation in West Africa. The previous ...

Research & Investment Strategy

China: Fuelling recovery with an extra policy kick

COVID-19 has dealt a serious blow to China’s economy and forced Beijing to substantially change its economic plans at this year’s National People’s Congress. The latter includes prioritising job stab ...

Iggo's insight

Back for good?

The ECB and the German government added to policy support in Europe this week. This further fuelled the cyclical risk-on behaviour of markets. Returns are positively skewed, and dispersion has fallen ...

Research & Investment Strategy

COVID-19 update: US policy response

The effectiveness and impact of the US policy response.

Iggo's insight

Garland Day

Sentiment in markets has been positively impacted by signs of increased activity where lock-downs are starting to be lifted. This could continue as more restrictions are eased and consumers emerge fr ...

MAI views

Multi-Asset Investments Views - June 2020 - The speed and shape of the recovery

Iggo's insight

Something for every view

The future is always unpredictable but when the recent past has been so strange the outlook is even more clouded. That makes investment decision making hard and trying to assess whether markets are a ...

Research & Investment Strategy

Emerging markets under COVID-19

Developing nations face multiple shocks with uneven ammunition