Tomorrow Augmented-Responsible investment-People power: The post-COVID rise of social impact investing

As the global economy moves to a more sustainable model in the years ahead, attention often falls on climate change as the standout challenge. The COVID-19 response has allowed us to envisage a...

Tomorrow Augmented-How the pandemic is focusing investors on the future

Five trends that indicate where the world is heading

Tomorrow Augmented-Decade of Transition: Why a Socially Aware Investment Approach Pays Dividends

The pandemic has pushed the “S” of ESG to the top of the news agenda. Social welfare concerns have forced companies to scramble to keep employees safe, while investors are demanding a fair deal for

Fixed Income-Capturing the ‘demographic dividend’ in emerging market debt

Due to advances in medicine and greater knowledge of how factors such as nutrition impact health, people can look forward to longer lives. Overall, the average population age at a global level is...

Fixed Income-Four reasons to favour Asian high yield

Given the volume of global bonds carrying low – or even negative – yields, Asian high yield debt has offered yield-hungry investors a route to returns that has been too meaningful to ignore. And it...

Evolving Economy-Why despite a global shortage, we expect continued growth in the semiconductor sector

A shortage of semiconductors is causing supply chain issues across the globe – but while there could be short-term disruption for some end-users, we believe that stronger demand and continued...

tomorrow augmented-Evolving economy: On the lookout for leaders as opportunities grow

It has been estimated that around 75% of the infrastructure that will be needed in 2050 does not yet exist . That simple estimate signals significant change ahead for investors – and significant...

Research-May Op-Ed - Inflation anxiety

While there is no “smoking gun” yet, the probability of a genuine self-sustained shift upward in the inflation trajectory is clearly rising in the US.

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-Should responsible investors only consider ‘green leaders’?

Instinctively, we are tempted to think that a responsible investor will categorically refuse to invest in companies that pollute or are too resource-intensive. In fact, we need to take a nuanced...

Fixed Income-Inflation is hot news in 2021, but a cool down may be round the corner

Expectations of higher inflation have increased steadily over the past few months as countries worldwide roll out coronavirus vaccinations and fiscal stimulus remains strong.

Tomorrow Augmented-From home automation to self-driving cars: the 3 faces of senior-friendly technology

Innovation is increasingly adapting to the older generation. And not just in the health sector: here’s how technology is set to change the face of home life and travel for “silver surfers”

Tomorrow Augmented-The thousand faces of the sharing economy (and how our society is changing)

Use instead of ownership, but also more personalized and sustainable consumption in the name of socialization: this is how the sharing economy has turned traditional business models upside down,...

Research-China: Financing the Green transformation

How green bonds can drive Beijing’s sustainability ambition

Tomorrow Augmented-Veganism: from the table to investments

With increasing awareness of the environmental impact of our food, more and more consumers are changing their diet in favour of vegan options. Even the financial market is following the trend. This...

Fixed Income-Will inflation return? Here’s what’s good to have in your wallet

Vaccination progress, the gradual economic reopening, a recovery of consumption, and continuation of expansive monetary and fiscal policies: all these factors combine to suggest a post-pandemic...

Macrocast-AXA IM Talk on Asia & China Market: China’s Q1: Slower but more balanced growth

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

Tomorrow Augmented-Decade of Transition: The Value of Corporate Governance in a More Sustainable World

This part of the Decade of Transition series focuses on the “G” of ESG investment—how governance is increasingly influenced by investors engaging with companies about their impact on the world.

Tomorrow Augmented-Decade of Transition: The Changing Climate for Sustainable Investment

This Decade of Transition content series looks at how environmental, social and governance (ESG) investment will play a fundamental role in achieving a more sustainable future. Part 1 focuses on...

Tomorrow Augmented-Why green energy is nowhere near bubble territory

Last year an extraordinary shift took place among both corporates and investors in their collective attitude to green energy.