701 insights found
UK Budget: Next steps, not complete vision
David Page, Head of Macro Research, comments on the UK Budget and outlook for medium-term public finances.
The changing climate for sustainable investment
This Decade of Transition series looks at how environmental, social and governance (ESG) investment will play a fundamental role in achieving a more sustainable future
Risk, return, repeat
Fiscal dominance is a reality and markets are reacting to that. It doesn’t necessarily mean inflation, it doesn’t necessarily mean crowding out private borrowers.
February Global Macro Monthly & Investment Strategy - Vaccine and stimulus: too much of a good thing?
The virus is fading from a year-end resurgence in most areas of the globe.
Monthly Op-Ed - Dealing with overheating concerns (already)
The Biden plan could close the US output gap by the end of 2021.
Policy support and post-COVID growth expectations have been the key drivers of equity market performance for months.
Chips with everything
What happens to long-term yields is hugely important to fixed income investors, asset-liability managers and asset valuations in general.
EU Asserts Sovereignty in China Investment Deal, Signals Green Light to its Investors
De in december bereikte deal tussen China en de Europese Unie (EU) maakt ‘een goede kans’ om door het Europees Parlement bekrachtigd te worden. De overeenkomst belooft tal van barrières op het gebied ...
Post-Pandemic 2021: Return of the Roaring Twenties or Market Overstretch?
In the latest in the series of AXA IM Online Expert Meetings we welcome Chief Investment Officers from the Swiss central bank of Switzerland (SNB); a global alternative investment manager (Apollo) an ...