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 ...

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 ...

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 ...

The Evolving Economy

All eyes were on biotech in 2020: Some investor observations

It is now a year since the WHO declared an International Public Health Emergency after the first international case of a novel coronavirus infection was identified outside of China. We remain right i ...

The Evolving Economy

It’s a match: How do dating apps make money?

Online dating is now widely, and increasingly, accessible thanks to the adoption of smartphones - those in the market for romance can now easily search for potential partners using a variety of crite ...

Market thinking

Investing in a new growth path in China

China’s relatively quick rebound from the pandemic has seen it close its gap with the US as Beijing vies to overtake the world’s largest economy as soon as it can. And appeal for domestic stocks amon ...

Fixed income

Seven myths behind high yield bonds

Interest rates may be at or close to record lows, but there are still opportunities within fixed income

Market thinking

Investing in 2021: Reason to cheerful - and fearful

The news flow since the start of the year has arguably not given us many reasons to be cheerful. Lockdowns are becoming commonplace again - Germany and the UK are among those under renewed restrictio ...

Monthly Investment strategy

January OpEd: Central bankers never get to rest

Challenges around the virus and vaccine path continue to argue for supportive central banks.

Responsible investment

Green bonds market expected to top the $1trn mark in 2021

Despite the year’s myriad of challenges, 2020 represented a huge step forward for the green bond market. There were a record number of issuances, following the launch of various sovereign bonds ...

Responsible investment

COVID-19: Data privacy risks and potential opportunities

The pandemic has presented an opportunity to rethink the dynamics of data privacy risks and opportunities for technology companies