Insights Hub
686 insights found
20 September 2019
Carry Me Home
The market is trading like it believes the mid-cycle correction story rather than the impending recession narrative.
20 September 2019
Global effects of China’s balance of payments shift
A by-region assessment of the implications of China’s structural shift
18 September 2019
Central and Eastern Europe defying gravity?
Central and Eastern Europe (CEE) economies have proved resilient so far. They remain nevertheless sensitive to the slowdown in world trade, given their high degree of openness.
17 September 2019
Bank of Japan wary of deeper negative interest rates
The Bank of Japan (BoJ) will hold its monetary policy meeting on 19 September. Amid rising expectations for rate cuts by the US Federal Reserve and European Central Bank, we do not expect the BoJ to ...
16 September 2019
ECB cuts rates, Fed expected to follow; Brexit political drama continues and oil prices spike
The US Federal Reserve’s interest rate announcement and press conference on Wednesday evening will dominate financial markets’ focus this week. We remain of the view that the Fed will ease monetary p ...
13 September 2019
Summer's Gone
The ECB has cemented low rates for a long time and it will also resume buying bonds. Can yields rise substantially in that environment? I suspect that bond yields remain low, even if they don’t plumb ...
11 September 2019
Biodiversity crisis: The role of investors in resolving species extinction - Part 2
AXA IM is set to start a biodiversity engagement programme with investee companies across several sectors, to better understand how such firms take this issue into account.
11 September 2019
Biodiversity crisis: The role of investors in resolving species extinction - Part 1
We assess how investors are impacted by the practices of investee companies – in terms of those which cause biodiversity loss and others which are harmed by it.
10 September 2019
Climate scenario analysis: Assessing the future for investments
Climate change scenario analysis seeks to understand the future impact of global warming. Our approach tests the alignment of investment portfolios to future global warming outcomes – essentia ...
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