Market commentaries

23 September 2020

The green transition: shifting from “tax & subsidy” to “tax & investment”

Market commentary

European Commission President, Ursula Van der Leyen, announced an even more ambitious “decarbonisation target” for the EU last week, rising from 40% to 55% by 2025.

25 August 2020

UK dividends will have fully recovered by 2022

Market commentary

There are reasons to be positive about the future of UK dividends as companies start recommencing payments, according to AXA IM portfolio managers Geroge Luckraft and Simon Young.

21 July 2020

AXA IM's Gilles Moec: A four-day ordeal to a deal

Market commentary

Gilles Moec, Group Chief Economist at AXA Investment Managers comments on the approved European recovery debt plan:

08 July 2020

AXA IM's David Page - UK reaction : Chancellor Sunak spells out fresh fiscal stimulus – more likely necessary

Market commentary

David Page, Head of Macro Research at AXA Investment Managers, comments on Chancellor Sunak’s latest announcement

11 June 2020

US reaction: Fed continues to consider its options, while committing to be in it for "however long it takes"

Market commentary

Policy was unchanged with FFR at 0.0-0.25%, forward guidance remained unchanged and the Fed committed to at least maintain the current pace of asset purchases.

19 May 2020

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

Market commentary

Théo Kotula and Marie Fromaget, Responsible Investment Analysts at AXA Investment Managers, comment on COVID-19 bonds and how this new asset class can help finance the fight against coronavirus

15 May 2020