86 insights found
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.
ESG investing: Why we believe an active approach is optimal
Active management aims to deliver good risk-adjusted rewards and help in the effort to minimise harm done to people and the planet.
Investing in 2022: Four key market drivers
We look at some of the key issues investors will need to navigate over the coming 12 months.
No immediate storm ahead, but insurers should use the lull to build portfolio resilience
Our central scenario remains positive for 2022
Pensions Investment Outlook: Challenges and Opportunities
There are several uncertainties that are important for pension funds, including interest rates and whether the global economy is strong enough to cope with further potential COVID-19 related disrupti ...
Measuring the effect of ¬ diversification into foreign credit
The challenges for investors from the insurance sector are clear, but the solutions sometimes less so.
The “great acceleration” intensifies pressure on insurers
While the world is recovering from 2020’s massive shock, it accentuated the challenges facing insurers.
China: Path to ‘Net-Zero’
How the world’s largest emitter plans to become carbon neutral
Why agility is key to navigating China’s equity market
Investing in emerging market assets brings with it various distinctive risks. When it comes to China, the country’s scale and political system give investors perhaps more issues to weigh up than almo ...