AXA IM Insights Hub

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

498 insights found

22. Januar 2020

January Investment Strategy - Reining in animal spirits

The world economy is breathing better but is not ready for a sprint.

17. Januar 2020

Cautiously Optimistic

It’s been a very solid start to the year. The “risk” dial has been turned down and investors seem happy to be in the momentum trade. The Q4 earnings season is underway and the optimists will point to ...

16. Januar 2020

Bank of England signals January rate cut

• Five members of the Bank of England’s Monetary Policy Committee have expressed dovish caution recently, suggesting a near-term easing would be appropriate if economic conditions weaken.

15. Januar 2020

US-China: A silver lining in a strained relationship

A sudden rise in tensions has cast a dark shadow over Sino-US relations. While the trade war has been the most eye-catching instance, increased “decoupling” has also occurred in areas of technology, ...

10. Januar 2020

Growth better, returns maybe not

Lower global interest rates and renewed central bank balance sheet growth helped deliver great returns across bonds and equities in 2019.

19. Dezember 2019

Multi-Asset Investments views – January 2020 – Our investment views for 2020

We continue to overweight equities as positive developments (Central banks easing, Trade war, Brexit) release some pressures and should allow global growth to navigate a soft landing in 2020

19. Dezember 2019

Data privacy: Trust is hard earned, easily lost

Personal data is the arguably the commodity of the 21st century. Over the past two decades, the monetization of personal data has fueled the rapid growth of internet-based technology companies.

17. Dezember 2019

December Investment Strategy - It is getting (a bit) clearer

Good news on two major headwinds which defined 2019: trade war, and Brexit.

13. Dezember 2019

Into the roaring 20s?

Together with today’s decisive UK Election result and better prospects for a trade deal between the US and China, it’s a risk-on end to the year. It’s hard to believe that the global economy continue ...