17 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:

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03 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 ...

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30 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 ...

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30 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.

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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.

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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.

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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:

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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

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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.

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