tomorrow-augmented-Biden’s Electric-Vehicle Target Is All About the Drive

A certain school of thought holds long-term targets as meaningless, as the people making them will no longer be in their job by the time they are proved right or wrong. That’s especially the case...

responsible-investment-Using clean technology to tackle growing electronic waste

The plight caused by plastics has been dominating headlines, but there is another waste management issue that has been silently growing.
Electronic waste – more commonly known as e-waste – refers...

Fixed Income - A short duration ride on Asia’s robust credit wave

The start of vaccine rollouts late last year triggered optimism about a rebound in economies. Yet recovery is clearly uneven, in turn breeding a range of risks from high debt levels impacting...

responsible-investment-Sustainable food: food production that doesn’t cost the Earth

The impact of unsustainable food production has put the planet in a delicate position. But, attitudes are changing, awareness is growing, and new clean technologies are providing the potential for...

Macrocast-AXA IM Talk on Asia & China Market: Investment outlook for the rest of 2021 in China and Asia

This month our Senior Emerging Asia Economist Aidan Yao is joined by two colleagues, Simon Weston, Head of Framlington Equities Asia, and Celine Fong Investment specialist, Asian Fixed Income. The...

Responsible Investment - Clean winner: the global transition to carbon neutrality represents a huge opportunity for growth

As governments around the world ramp up investment in green energy, the demand for clean technologies is set to increase

Unconstrained fixed income: Harnessing the diversity of the universe

Fixed income as an asset class goes well beyond notions of low risk and low return. Today’s global fixed income universe comprises a broad spectrum of sub-classes with the potential to deliver...

macrocast-AXA IM Talk on Asia & China Market: China’s growth disappoints, but structure improves

AXA IM’s Senior Emerging Asia Economist, Aidan Yao, shares his latest macro views on China and Asian Market every month.

Fixed Income - Unconstrained fixed income Harnessing the diversity of the universe

Fixed income as an asset class goes well beyond notions of low risk and low return. Today’s global fixed income universe comprises a broad spectrum of sub-classes with the potential to deliver...

equities-Playing the long game in China: three reasons not to panic over regulatory changes

To say China’s recent crackdown on technology and private education caught markets off guard is an understatement.

Yet the shift in policy seems to be a sign of things to come. It reflects an...

August China & Asian Market Insight: China’s recovery continues but household remains sluggish

AXA IM’s Senior Emerging Asia Economist, Aidan Yao, shares his latest macro views on China and Asian Market every month.

Macrocast-September China & Asian Market Insight: China’s recovery gains more balance and steam

AXA IM’s Senior Emerging Asia Economist, Aidan Yao, shares his latest macro views on China and Asian Market every month.

macrocast-AXA IM Talk on Asia & China Market: China’s Green Transition: The economic impact and the finance plan

AXA IM’s Senior Emerging Asia Economist, Aidan Yao, shares his latest macro views on China and Asian Market every month.

responsible investment-Why more nuance is needed in ESG ratings

There is far more scrutiny on a company’s environmental, social and governance (ESG) credentials that an any time in history. Given the potential brand damage from falling short on contentious...

Equities-Thematic investing set to transform asset management?

This research report has been written by Broadridge, a global Fintech leader providing a wide range of solutions for the financial services industry and businesses, including data and analytics...

evolving economy - The expanding middle class: why global affluence is a developing trend

Despite Covid-19 sending 100 million back into poverty, society is getting wealthier over the long term

Over the past few decades, a quiet revolution in living standards has been transforming the...

responsible-investment-The race to net zero: A case of ‘when’, not ‘if’

The recent and monumental climate change report from the IPCC gave a stark code red warning to humanity and the impact it is making on the environment. The first major scientific study on climate...

Tomorrow Augmented-How we’re living smarter: The rise of home automation

Last year, as coronavirus tore through the global economy and bricks-and-mortar businesses fell into a deep paralysis, one sector went from strength to strength: smart devices for the home.

Responsible Investment-Green bonds: How active management aims to make the most of a dynamic sector

The market for financing linked to environmentally friendly projects and companies has already reached $1trn by some measures and we expect will move swiftly past that landmark during 2021 . This,...

Responsible Investing-Earth Overshoot Day: How investors can help move the date

Earth Overshoot Day marks the day each year when humanity’s demand for ecological resources exceeds what the planet can regenerate in that 12-month period. As the climate crisis escalates, the date...