653 insights found

Research & Investment Strategy

Individual government challenges and the Covid-19 debt surge

Considering the rise in government debt in key developed markets

Research & Investment Strategy

October Global Macro Monthly & Investment Strategy - Into the bleak, debt winter

Research & Investment Strategy

Monthly Op-Ed - Addicted to policies

The real economy is softening faster than we expected.

Iggo's insight

Second lock

The increased number of positive COVID-19 cases across Europe has led to some restrictions on social mobility being re-imposed.

Tomorrow Augmented

COVID-19: Accelerating the energy transition and driving climate-friendly investment opportunities

Global lockdowns have had a positive impact on the environment. But will the crisis help accelerate the transition towards renewable energy, and what might the investment implications be?

Iggo's insight

No V in earnings

Social distancing seems to be affecting the ability of Premier League defenders to defend. Governments are closing bars and restaurants.

Responsible investment

Impact Engagement Principles Delivering on the UN Sustainable Development Goals

AXA IM believes that significant positive societal impact can be generated through listed assets investment strategies.

Research & Investment Strategy

How governments can respond to the COVID-19 debt surge

A theoretic overview of debt and the possible measures to reduce it

Iggo's insight

Covid hits WH

The symbolism of President Trump testing positive for coronavirus will not be lost on market participants and economists.