AXA IM Insights Hub

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

696 insights found

Iggo's insight

A view from the markets – Sunny with distant clouds

The world remains almost perfect for equities. Growth is strong and earnings are rising.

Responsible investment

EU Taxonomy: a pathway to superior corporate sustainability

Climate change is arguably the greatest challenge the world currently faces.

Research & Investment Strategy

China: Financing the Green transformation

How green bonds can drive Beijing’s sustainability ambition

Research & Investment Strategy

The inflation outlook: What’s changed?

US stimulus makes a sustainable, gradual inflation rise more likely

Iggo's insight

Super greed

Unbridled capitalism has its limits. This has been confirmed by football (soccer). Customers (fans) have been deprived of fully enjoying the product for the last year and the suggestion that it would ...

Research & Investment Strategy

April Global Macro Monthly - Inflation to rise, but how fast and for how long?

Virus and vaccines continue to drive growth outlooks. China saw a slower first quarter, but we raise our annual outlook.

Research & Investment Strategy

April Op-Ed - The return of inflation is a US story

Inflation expectations in the US non-financial sectors continue to rise. However, we think a post-covid inflation regime change is not obvious, and if it materialised would remain limited to the US

Iggo's insight

A token price

Part of the crypto finance infrastructure went public this week by issuing traditional equity on a traditional exchange to raise traditional dollars.

Research & Investment Strategy

Bank of Japan: Assessing the outcome of its strategic review

The Bank of Japan kept the status quo at its March monetary policy meeting but the market’s attention was on its policy review