374 insights found

Responsible investment

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 ...

Iggo's insight

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.

Monthly Investment strategy

February OpEd: Dealing with overheating concerns (already)

The Biden plan could close the US output gap by the end of 2021.

The Evolving Economy

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 ...

Responsible investment

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.

Macro insights

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.

Research & Investment Strategy

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 ...

Iggo's insight

Phase over?

Policy support and post-COVID growth expectations have been the key drivers of equity market performance for months.

Market thinking

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 ...