374 insights found
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 the ...
Risk, return, repeat
Fiscal dominance is a reality and markets are reacting to that. It doesn’t necessarily mean inflation, it doesn’t necessarily mean crowding out private borrowers.
February OpEd: Dealing with overheating concerns (already)
The Biden plan could close the US output gap by the end of 2021.
Gene editing: The biotech bringing potential new investment opportunities
The coronavirus pandemic has made biotechnology front page news. The arrival of multiple vaccines in record time has starkly highlighted how innovative – and versatile – the sector can ...
A delicate balance: ESG, sustainability and returns
When environmental, social and governance (ESG) funds were in their infancy, a common misconception was that investing responsibly involved some trade-off in performance.
AXA IM Talk on Asia & China Market: Will Chinese Equities have a bull run in Year of the Ox?
AXA IM’s Senior Emerging Asia Economist, Aidan Yao, shares his latest macro views on China and Asian Market every month.
China Bond Market Primer: Entering the world's second largest bond market
China’s bond market reached $17 trillion in Q3-2020, making it the world’s second largest market after the US. The low market cap to GDP ratio compared with other markets suggests still significant g ...
Policy support and post-COVID growth expectations have been the key drivers of equity market performance for months.
Why investors must be nimble to navigate Chinese stocks
Investing in emerging market (EM) assets brings with it various, distinctive risks. When it comes to China, the country’s scale and political system give equities investors and bondholders more issue ...