July global Macro Monthly - Clouds darken Summer re-opening
COVID-19 again haunts markets – the delta strain gains.
Evolving Economy - Five themes shaping the pace of change
Five trends to help make sense of where the world is heading
Evolving Economy - How we’re living smarter: The rise of home automation
The ecosystem that is rapidly enabling an automated lifestyle
Macro Insight - What you need to know about the IBOR transition
What is IBOR transition and how is AXA IM approaching it?
What is IBOR transition and how is AXA IM approaching it?
What is IBOR transition and how is AXA IM approaching it?
What is IBOR...
What is IBOR transition and how is AXA IM approaching it?
What is IBOR transition and how is AXA IM approaching it?
What is IBOR...
Research - 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
AXA IM appoints Frédéric Clément as Global Head of Human Resources
AXA Investment Managers (AXA IM) announces the appointment of Frédéric Clément as Global Head of Human Resources replacing Amélie Watelet who becomes Human Resources Director of AXA France.
RI - 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.
Market thinking - Measuring the effect of ¬ diversification into foreign credit
The challenges for investors from the insurance sector are clear, but the solutions sometimes less so.
Evolving Economy - How the pandemic has given a new meaning to ageing
The silver economy is no longer just being driven by the over-65s
RI - 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.
RI - Engagement is not something which happens over night
Active ownership is about using your rights and influence as an investor to engage investee companies in a productive dialogue and driving change that can make a tangible difference.
Rosenberg - Value returns: Bringing the “multi” back to multi-factor
Long-suffering factor investors may only be willing to whisper it, but the data say it loud and clear: value is back.
Evolving Economy - How the pandemic is focusing investors on the future
Five trends that indicate where the world is heading
Evolving Economy - Digital trending, with even more growth on the horizon
Shifts in consumer behaviour and online retail highlight certain trends are here to stay
Evolving Economy - How has e-commerce shaped the logistics real estate space?
The e-commerce boom has left many retailers needing to rethink the structure of their supply chains to meet consumers’ expectations
June Global Macro Monthly - The European green deal
US developments dominate international markets. The Fed adopted a more hawkish tone at its latest policy meeting.
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...