A modest interest rate cycle cometh…maybe

Central bankers have set out how they want to “normalise” monetary policy for some time.

German elections: The post-Merkel era

Germany will vote on 26 September to elect representatives to the Bundestag – the federal parliament

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

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...

RI - Why responsible investing is good for people and the planet

Investment managers are increasing their focus on environmental, social and governance (ESG) issues and playing a critical role in the transition to a low carbon future.

Evolving Economy - What investors need to know about the longevity economy

As life expectancies rise across the globe, the way people live is rapidly changing. In fact, retiring and elderly generations are forecast to represent 55% of consumption growth in developed...

RI - The race to net zero: A case of ‘when’, not ‘if’

The recent and monumental climate change report from the IPCC gave a stark code red warning to humanity and the impact it is making on the environment.

Responsible Investing - Why more nuance is needed in ESG ratings

There is far more scrutiny on a company’s environmental, social and governance (ESG) credentials that an any time in history.