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Research & Investment Strategy

1. April 2020

The return of the Quantitative Easing trade

Inflation linked bonds have performed well during the years of quantitative easing.

Research & Investment Strategy

1. April 2020

Is a vaccine for coronavirus on its way, and what are the challenges?

Peter Hughes, PhD, Fund Manager, Healthcare Strategies at AXA IM, gives his view on the current trials to develop vaccines and treatments for COVID-19, and what the challenges – and next steps ...

Research & Investment Strategy

26. März 2020

March Investment Strategy - Preparing the recovery

The extension of the covid-19 pandemic is forcing a growing number of countries into “lockdowns”, which will have a very significant impact on economic activity since the worst-hit sectors (restauran ...

Research & Investment Strategy

18. März 2020

UK reaction : Chancellor announces next steps in "whatever it takes" strategy

Prime Minister Boris Johnson and Chancellor Rishi Sunak held a joint press conference where a further package of economic support was announced for the economy.

Research & Investment Strategy

4. März 2020

Coronavirus – 28 days later

On 5 February we published our first tentative assessment of what Covid-19 might mean for the global economy. At that time, there were 24,500 cases reported globally, of which 220 were reported outsi ...

Research & Investment Strategy

27. Februar 2020

February Investment Strategy - Central bank put, again…

Twice in 10 days the Chinese authorities have changed the way new Covid-19 cases are counted in Hubei, which means that most of the “epidemic projection” exercises, which have been so popular in the ...

Research & Investment Strategy

19. Februar 2020

Tomorrow Augmented: What is the 2019 Word of the Year?

Last year we revealed our inaugural Word of the Year by using our proprietary natural language processing (NLP) framework

Research & Investment Strategy

13. Februar 2020

Coronavirus – impact on Asia

The potential spillovers of China’s coronavirus on Asia’s tourism, trade, domestic consumption and financial markets

Research & Investment Strategy

10. Februar 2020

Coronavirus – tracking the path, anticipating the impact

Just over a month since the new coronavirus – known as 2019-nCoV – was officially recognised there is only so much we can say about its likely impact. However, we can examine some plaus ...