AXA IM Insights Hub

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

466 insights found

Iggo's insight

8. November 2019

A very British bounce?

There are potential opportunities in UK equities. However, these are dependent on the post-election and post-Brexit environment.

The Evolving Economy

8. November 2019

Cyber Monday: 4 reasons online sales are surging

Cyber Monday evolved as the digital equivalent of US shopping holiday ‘Black Friday’, as retailers encouraged people to shop online.

Responsible investment

8. November 2019

Just Transition: Managing the social impact of a low-carbon transition

‘Just transition’ is the name given to an emerging concept taking into account the social impact on these workers and communities of transitioning to a low-carbon economy.

Macro insights

4. November 2019

US GDP beats expectations, Fed cuts rates and UK Parliament agrees to December election

Last week was a big one for the US. Third quarter (Q3) GDP came in at 1.9%, modestly above our own 1.8% forecast and firmer than the consensus expectation of 1.6%.

Iggo's insight

1. November 2019

Boom, bust or blah!

The end-cycle slowdown could still end up in a recession in the next year or so. But it would be an odd one. Real rates never got anywhere near as high as before previous recessions in the US and the ...

Research & Investment Strategy

31. Oktober 2019

Dude, where’s my yield?

Dividend investing in Eurozone equity markets

Macro insights

28. Oktober 2019

Fed expected to cut rates for third time in a big week of economic data

The economy forces its way onto the US centre stage this week. The Federal Reserve will announce its latest interest rate decision and give a press conference on Wednesday evening.

Yield

28. Oktober 2019

US high-yield outlook: Fundamental and technical factors aligned

We live in a turbulent world. So far this year, we have seen international trade conflicts intensify, the US Treasury yield curve invert and central banks return to easing monetary policy.

Research & Investment Strategy

23. Oktober 2019

October Investment Strategy - Re-balance sheet policy

With some progress on the trade war and Brexit, some tail risks are receding. But we are far from resolution.