AXA IM Insights Hub

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

763 insights found

Iggo's insight
5 minute read

Bonds back better?

If economists are right, 2022 will be the second year of well above trend nominal GDP growth.

Iggo's insight

Bad, worse or just dandy

At some point, higher inflation could provoke a tightening of monetary policy that is beyond what is priced into markets.

Iggo's insight

Pay them and they will come?

The needles on the indicators of investment sentiment are all pointing down.

Equities

Genetics: An exciting and investable theme

Depending on how long ago you last attended a biology lesson, messenger RNA (‘mRNA’) was probably not a term many of us would have been particularly familiar with a couple of years ago.

Macrocast

Magic Money Tree Worship

Our baseline is that economic and electoral rationality will prevail and that the various factions within the Democratic Party

Iggo's insight

Autumn dawns and the living doesn’t get easier

The recovery keeps hitting speed bumps caused by supply side disruptions. The latest is the surge in energy prices

Research & Investment Strategy

The cost of climate change: Action versus inaction

Pricing mitigation efforts and assessing the difficulties of comparison

Iggo's insight

A modest interest rate cycle cometh…maybe

Central bankers have set out how they want to “normalise” monetary policy for some time.

Research & Investment Strategy

German elections: The post-Merkel era

Germany will vote on 26 September to elect representatives to the Bundestag – the federal parliament