Market commentaries
12 March 2021
AXA IM's David Page – UK reaction: January GDP provides a further upside surprise
Market commentary
David Page, Head of Macro Research at AXA Investment Managers, comments on the latest GDP figures in the UK:
Read more12 February 2021
AXA IM's David Page - UK reaction: Positive Q4 GDP likely to see UK avoid double-dip recession
Market commentary
David Page, Head of Macro Research at AXA Investment Managers, comments on the latest UK GDP figures
Read more05 February 2021
AXA IM's David Page - UK reaction: BoE defers negative rates even as growth outlook weakens
Market commentary
David Page, Head of Macro Research at AXA Investment Managers, comments on the latest developments at the Bank of England:
Read more17 December 2020
UK Reaction: MPC sits tight amidst “unusual” uncertainty
Market commentary
David Page, Head of Macro Research at AXA Investment Managers, comments on the latest developments at the Bank of England:
Read more03 December 2020
Green bonds market to top the $1tr mark in 2021
Market commentary
With a record number of issuances following the launch of various sovereign green bonds and overall diversification of issuers, 2020 has been another huge step forward for the green bond market. Green ...
Read more30 October 2020
Why a Biden presidency will transform the Global green bond market.
Market commentary
In July, presidential candidate Joe Biden announced plans to spend $2 trillion to progress the use of clean energy in areas including transportation, electricity generation and construction over the n ...
Read more30 October 2020
COVID-19: Accelerating the energy transition and driving climate-friendly investment opportunities
Market commentary
Six AXA IM ESG experts assess whether the Covid-19 crisis will help accelerate the energy transition and outline what they think the investment implications will be.
Read more23 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.
Read more25 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.
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