459 insights found

Monthly Investment strategy

July OpEd - Negative Delta

The “delta wave” is impairing the speed of the recovery. Still, the impact of each wave on economic activity has been lower than the previous one. The same pattern is likely to be found this time.

Macro insights

AXA IM Talk on Asia & China Market: Why China is still the world’s factory, and upgraded

This month AXA IM’s Emerging Asia Economist, Shirley Shen, shares her latest research and insights on how China manages to upgrade its supply chain status against both trade war and the pandemic.

Iggo's insight

Getting hot?

Worries about the economy overheating appear to have been overdone as the delta variant reminds us that the battle with the pandemic is far from over.

Responsible investment

Can ESG screening provide a buffer for fixed income investors?

The unprecedented monetary and fiscal stimulus put in place by governments and policymakers worldwide has supported bond markets for much of 2020 and 2021, but fixed income investors have faced chall ...

Market thinking

A thematic touch: Transforming portfolios with sustainable technology

Technology-driven innovation is one of the most viable ways to tackle the world’s environmental and societal challenges, while at the same time delivering a positive impact on investment portfolios.

Research & Investment Strategy

Unpacking Made in China

China’s status as the world’s factory and top exporter has come under intense pressure from the Sino-US trade war and a global pandemic that has disrupted supply chains

Responsible investment

China green bonds: Seeking harmonisation in a sector that could boost the climate change fight

As part of AXA IM’s commitment to fighting climate change, we aim to be a leading investor in the green bond market. We have already put to work more than €10bn in green bonds and we want to continu ...

Responsible investment

The market takes up the challenge of the SFDR

The EU Sustainable Financial Disclosure Regulation (SFDR), which has just entered into force, is a watershed for sustainable finance. Initial data shows that the market has issued a prompt response t ...

The Evolving Economy

Are we at an inflection point for technology growth?

Technology has attracted a lot of attention this year, with higher interest drawing some concern over valuations. While semiconductor shortages have highlighted the world’s dependence on technology, ...