Autumn dawns and the living doesn’t get easier
The recovery keeps hitting speed bumps caused by supply side disruptions. The latest is the surge in energy prices
Magic Money Tree Worship
Our baseline is that economic and electoral rationality will prevail and that the various factions within the Democratic Party
RI - 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...
The cost of climate change: Action versus inaction
Pricing mitigation efforts and assessing the difficulties of comparison
A modest interest rate cycle cometh…maybe
Central bankers have set out how they want to “normalise” monetary policy for some time.
September Oped - Unfortunate Combination
The world economy is dealing with a nasty delta variant wave in the US, an inflation spike hurting purchasing power, supply-side disruptions impairing factory output and a Chinese slowdown
German elections: The post-Merkel era
Germany will vote on 26 September to elect representatives to the Bundestag – the federal parliament
September Global Macro Monthly - Supply constraints add to inflation angst
The EU’s “Fit for 55” programme is a suite of measures to deliver a 55% reduction in GHG emissions by 2030. It includes the Emissions Trading Scheme (ETS) and Carbon Border Adjustment Mechanism...
Asia: “Made in Vietnam”
Rising globalisation has greatly benefitted emerging Asia as supply chain migration from developed countries fuelled the region’s tremendous export growth over the past decade
RI - Carbon offsets: A necessary tool, but only under close scrutiny and precise conditions
To meet the Paris Agreement net zero goals, both emissions reductions and carbon offsetting will play a critical role in delivering a manageable transition.
Iggo's insight - 4,000 buses coming
The green borrowing strategy of the UK government kicks off soon with the sale of the first green gilt
AXA IM launches the ‘AXA IM Climate Transition Award’ in collaboration with the AXA Research Fund
The award will recognise transformative scientific research to power the climate transition and reach net zero
Research - Decoding China’s regulatory paradigm shift
A powerful regulatory storm sweeping through many parts of the Chinese economy has left investors baffled at Beijing’s intentions behind the far-reaching actions
Evolving Economy - Clean winner: the global transition to carbon neutrality represents a huge opportunity for growth
As governments around the world ramp up investment in green energy, the demand for clean technologies is set to increase
Evolving Economy - The expanding middle class: why global affluence is a developing trend
Despite Covid-19 sending 100 million back into poverty, society is getting wealthier over the long term
Iggo's insight - The supply wobble
The pandemic has disrupted global supply in product and labour markets. This
Iggo's insight - Real uncertainty
Climate change poses a risk to future economic growth. It also poses the threat of frequent and potentially damaging shocks to output.
Iggo's insight - Bumps in the road
Numerous factors continue to impact on the production and distribution of goods and the smooth operation of labour markets. Output numbers can be impacted and investor sentiment might be challenged...
Florence Dard and Marion Le Morhedec join AXA IM’s Management Board
AXA Investment Managers (AXA IM) announces the appointment of Florence Dard, Global Head of Client Group, Alts, and Marion Le Morhedec, Global Head of Fixed Income, as members of the Management...
AXA IM, Natixis IM, Sienna Investment Managers and Solactive partner to accelerate the development of Iceberg Data Lab, European provider of environmental data solutions
AXA Investment Managers (AXA IM), Natixis IM and its affiliate Mirova, Sienna Investment Managers and Solactive today announce they have entered into an agreement with Iceberg Data Lab to...