AXA IM Insights Hub

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

Insights

20. September 2019

Carry Me Home

The market is trading like it believes the mid-cycle correction story rather than the impending recession narrative.

20. September 2019

Global effects of China’s balance of payments shift

A by-region assessment of the implications of China’s structural shift

18. September 2019

Central and Eastern Europe defying gravity?

Central and Eastern Europe (CEE) economies have proved resilient so far. They remain nevertheless sensitive to the slowdown in world trade, given their high degree of openness.

17. September 2019

Bank of Japan wary of deeper negative interest rates

The Bank of Japan (BoJ) will hold its monetary policy meeting on 19 September. Amid rising expectations for rate cuts by the US Federal Reserve and European Central Bank, we do not expect the BoJ to ...

16. September 2019

ECB cuts rates, Fed expected to follow; Brexit political drama continues and oil prices spike

The US Federal Reserve’s interest rate announcement and press conference on Wednesday evening will dominate financial markets’ focus this week. We remain of the view that the Fed will ease monetary p ...

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 ...

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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.

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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.

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 ...