Coronavirus- Is a vaccine for coronavirus on its way, and what are the challenges?

Peter Hughes, PhD, Fund Manager, Healthcare Strategies at AXA IM, gives his view on the current trials to develop vaccines and treatments for COVID-19, and what the challenges – and next...

March Investment Strategy - Preparing the recovery

The extension of the covid-19 pandemic is forcing a growing number of countries into “lockdowns”, which will have a very significant impact on economic activity since the worst-hit sectors...

Iggo's Insight - Denial, panic, hope.

We are passing through stages of a global social and economic disaster. The denial of February quickly became the panic of March. Now markets are responding to the massive policy response.

IGGO'S INSIGHT - Dark Days

As we all isolate and get used to home video conferences and virtual lunches, there is much to reflect on.

AXA IM's David Page - UK reaction: Chancellor Sunak completes support with package for self-employed

David Page, Head of Macro Research at AXA Investment Managers, comments on the UK government’s support scheme for the self-employed:

Congress finally approves $2 trillion stimulus package

David Page, Head of Macro Research at AXA Investment Managers, comments on US Congress’ coronavirus response package:
After a couple of weeks of battling, Congress finally agreed on a...

COVID-19: AXA IM’s market and economic update

The COVID-19 crisis continues to cause significant volatility. This is an exceptional and defining time for the global economy, but policymakers and central banks are taking decisive action to...

The Evolving Economy: How companies are navigating long-term trends

New technologies and demographic shifts have changed the ways that companies behave, as they seek to take advantage of long-term trends. Many have taken steps to adapt the way they operate, and the...

UK reaction : Chancellor announces next steps in "whatever it takes" strategy

Prime Minister Boris Johnson and Chancellor Rishi Sunak held a joint press conference where a further package of economic support was announced for the economy.

IGGO'S INSIGHT - A view from the markets – Looking for the turn

It is hard to be optimistic when the news is so bad. The virus spread is exponential and market declines are massive. Governments are having to impose emergency powers to deal with the health...

Government introduces measures to backstop the labour force

David Page, Head of Macro Research at AXA Investment Managers, comments on the UK’s latest emergency measures announced during the Covid-19 crisis

BoE surprise monetary easing - another day, another policy measure

David Page, Head of Macro Research at AXA Investment Managers, comments on the Bank of England’s second round of monetary easing during the Covid-19 crisis

Evolving Economy - Using technology to tackle growing electronic waste

Electronic waste – more commonly known as e-waste – refers to the disposal of broken or obsolete electronic equipment, and unless it is disposed of responsibly, it can have serious...

Global water supply will remain stagnant

Global population is increasing while water resources remain the same.

The Euro has caught up with the US

Gilles Moec, Group Chief Economist at AXA Investment Managers, comments on yesterday’s ECB announcement

The US government has caught up, but the ECB still has some way to go

Gilles Moec, Group Chief Economist at AXA Investment Managers, comments on the global COVID-19 crisis and latest fiscal policy announcements from the US Fed and ECB

Coronavirus – tracking the path, anticipating the impact

Just over a month since the new coronavirus – known as 2019-nCoV – was officially recognised there is only so much we can say about its likely impact. However, we can examine some...

Coronavirus: First thoughts on the potential economic impact on China

Since the first case was reported to the World Health Organisation (WHO) on 31 December, the 2019-nCoV virus has spread at an exponential rate.

Iggo's insight - Global vs local

There are more and more tensions between a “global” economic model and a “local” one. Politics has shifted towards the local and the emergence of the COVID-19 virus has exacerbated it.

Bank’s intermeeting cut phase one in today’s coordinated policy response

David Page, Senior Economist at AXA Investment Managers, comments on the latest developments at the Bank of England: