Thematic investing set to transform asset management?

This research report has been written by Broadridge, a global Fintech leader providing a wide range of solutions for the financial services industry and businesses, including data and analytics solut ...

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.

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, ...

The Evolving Economy

Alzheimer's breakthrough could drive a new wave of biotech innovation and investment

The accelerated approval of the first new Alzheimer's treatment in almost two decades looks set to be a potential game changer for the biotechnology sector.

Responsible investment

Did 2020 deliver a premium for the top ESG equities?

There is no shortage of studies highlighting that investors increasingly want their portfolios to be not only financially rewarding but also responsible. It appears that not even the dramatic events ...

Research & Investment Strategy

Central bank digital currencies, reserve currencies and geopolitics

When it comes to central bank digital currencies (CBDCs), the focus of market participants and regulators – especially in the banking industry - is mainly associated with their disruptive natu ...


H2 2021 Asia and China Outlook - Media Briefing Highlights (with playback)

AXA Investment Managers (AXA IM) observes that as the global economy emerges from the pandemic, it is buoyed by strong economic growth but must also confront the accompanying inflationary pressures. ...