AXA IM Insights Hub

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

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290 insights found

Iggo's insight

New Romantics

Growth is expected to surge in the months ahead. Nominal GDP will be stronger than seen for years.

Research & Investment Strategy

UK Budget: Next steps, not complete vision

David Page, Head of Macro Research, comments on the UK Budget and outlook for medium-term public finances.

Iggo's insight

Risk, return, repeat

Fiscal dominance is a reality and markets are reacting to that. It doesn’t necessarily mean inflation, it doesn’t necessarily mean crowding out private borrowers.

Research & Investment Strategy

February Global Macro Monthly & Investment Strategy - Vaccine and stimulus: too much of a good thing?

The virus is fading from a year-end resurgence in most areas of the globe.

Research & Investment Strategy

Monthly Op-Ed - Dealing with overheating concerns (already)

The Biden plan could close the US output gap by the end of 2021.

Iggo's insight

Phase over?

Policy support and post-COVID growth expectations have been the key drivers of equity market performance for months.

Iggo's insight

Chips with everything

What happens to long-term yields is hugely important to fixed income investors, asset-liability managers and asset valuations in general.

Iggo's insight

Sol y Viento

Oil prices have risen significantly over the last year but only after collapsing in the first quarter of 2020.

Research & Investment Strategy

January Global Macro Monthly & Investment Strategy - The Vs to shape recovery – Vaccine Vs Virus

The balance of restrictions and virus spread has been disrupted by more contagious new virus variants.