769 insights found

High yield: Opportunities on the rise as the fallen angels descend

The hit has been hard, but the sector might have the flexibility (and monetary policy support) to have a decent crisis

Something for every view

The future is always unpredictable but when the recent past has been so strange the outlook is even more clouded. That makes investment decision making hard and trying to assess whether markets are a ...

Four strands of a medium term view

Recovery momentum in markets has faded in the last couple of weeks.

COVID-19 Impact: AXA IM’s macroeconomic and investment strategy update – lifting the lockdown

The COVID-19 crisis continues to cause significant volatility.

COVID-19: How a new breed of bonds can help finance the fight

The battle against the COVID-19 pandemic will incur a huge cost to the global economy.

COVID-19 Impact: AXA IM’s macroeconomic and investment strategy update – Asia special

The COVID-19 crisis continues to cause significant volatility.

Macrocast podcast #6 - The Limits of the Banking Channel

Risk premiums in phase 3

Recovery momentum in markets has faded in the last couple of weeks. The policy support will be there for a long time but investors have to now decide whether risk premiums are sufficient for the unce ...

COVID-19 Impact: AXA IM’s macroeconomic and investment strategy update – biotechnology and healthcare special

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 steady ...

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