AXA IM Insights Hub

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

804 insights found

3 minute read

Windmills of your mind

When things are bad, people think they are the worst of times. Today we have inflation, rising rates, slowing growth and polarized politics.

Summer blooms or temporary displays?

The mood is temporarily better in markets.

CEOs must drive cultural change to tackle the ‘Great Resignation’

It is clear the pandemic has dramatically transformed the way employees now view their workplace and employers must adapt to the new normal

Pull to par

Bond yields are still low relative to current inflation and to their history. As such, there isn’t much bullishness around fixed income.

In the thick of the tightening

The Fed is doing a good job now, putting up rates along the path that it has successfully set out for the market.

Back to which future?

It would be extraordinary if advanced economies had reverted to the price and wage setting behaviours of forty years ago in the space of just one year.

Soft landing anyone?

Market pricing and economic forecasts currently point to a soft landing in the US.

Ukraine crisis update: The outlook for financial markets, global growth and inflation

Four AXA IM experts outline their thoughts on the impact of the crisis on markets, the global macroeconomic outlook, the path of inflation and emerging markets.

The impact of war in Ukraine should power the push for net zero

How can we sustain a post-COVID-19 recovery while addressing the impact of the Russian invasion of Ukraine?