Windmills of your mind

When things are bad, people think they are the worst of times. Today we have inflation, rising rates, slowing growth and polarized politics.

Summer blooms or temporary displays?

The mood is temporarily better in markets.

CEOs must drive cultural change to tackle the ‘Great Resignation’

It is clear the pandemic has dramatically transformed the way employees now view their workplace and employers must adapt to the new normal

Pull to par

Bond yields are still low relative to current inflation and to their history. As such, there isn’t much bullishness around fixed income.

In the thick of the tightening

The Fed is doing a good job now, putting up rates along the path that it has successfully set out for the market.

Back to which future?

It would be extraordinary if advanced economies had reverted to the price and wage setting behaviours of forty years ago in the space of just one year.

Soft landing anyone?

Market pricing and economic forecasts currently point to a soft landing in the US.

Ukraine crisis update: The outlook for financial markets, global growth and inflation

Four AXA IM experts outline their thoughts on the impact of the crisis on markets, the global macroeconomic outlook, the path of inflation and emerging markets.

Carbon Capture and Storage: Hiding dirt under the rug or a real clean up?

The economic equation of CCS is improving but remains challenging. Putting a price on carbon is a necessity for CCS to really take off.

The impact of war in Ukraine should power the push for net zero

How can we sustain a post-COVID-19 recovery while addressing the impact of the Russian invasion of Ukraine?

Does bad get better?

The Fed’s tightening cycle is underway. Bonds have performed very poorly. There is a chance that they do better going forward.

Tired and Emotional

Markets are exhausting at the moment

Don't speak

Valuations are adjusting in markets in response higher economic misery. Growth is set to be weaker and inflation is unacceptably high.

Hegemony unchallenged?

There is huge uncertainty over what happens in Ukraine and what the collateral damage to the world economy will eventually be.

Russian bear(ish)

The Russian invasion of Ukraine is negative for the global economy primarily as a result of the disruption in the supply of energy and other commodities.

How the ESG data dilemma rewards active and engaged investors

In responsible investment thoughtful and analytical management is still required to make sense of sometimes uneven inputs and difficult comparisons.

Getting social

Inflation is damaging real investment returns.

How an ESG focus impacted fixed income returns in 2021

Our analysis of bond performance in 2021 suggests that ESG screening may potentially be able to help provide a buffer for fixed income portfolios.

Top ESG equities show their resilience in 2021

We continue to believe that rigorous ESG investment analysis has the potential to not only help deliver a more sustainable future – for both the planet and the global economy – but also more...