Iggo's Insight - A view from the markets – True Faith
Forward markets don’t see US 2-year Treasury yields above 1% again for at least five years. The technology sector has just delivered blow-out earnings numbers for Q2.
RI Insight - Responsible Investment Research - 2020 Proxy Voting Season Review: Beyond ‘business as usual’
The global COVID-19 pandemic brought disruption to voting season across Europe, North America and Japan. Companies struggled to host in-person meetings, but many quickly moved to hold virtual AGMs,...
RI insight - Infographic - Perfect Blend Factor Investing
How do you like your coffee? Whatever you prefer, all coffees contain a small number of key ingredients. Factor investing may sound complex, but in essence, it’s nothing new. For decades, investors...
Insight - What you need to know about industrial robotics
The demand for industrial robots has accelerated due to the ongoing trend towards automation and innovative technological advancements.
Diez maneras en que la economía de la longevidad está cambiando nuestro estilo de vida
Tomorrow Augmented
Diez maneras en que la economía de la longevidad está cambiando nuestro estilo de...
RI - Strategic Asset Allocation for a +1.5°C World: a proposed framework
Climate change is material risk - Global warming poses long-term physical risks as the climate changes, as well as nearer term risks as the energy sector shifts from fossil fuels to low-carbon...
July Investment Strategy - And after the summer?
Europe has been enjoying a rare moment of outperformance recently.
RI - TCFD report higlights - AXA IM Taskforce for Climate-related Financial Disclosure Report highlights
Responsible investment
AXA IM Taskforce for Climate-related Financial Disclosure Report highlights
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Market Thinking - COVID-19: Why 2020 is not 2008 – the fund manager view
As we consider how the world will recover from COVID-19, it is vital that we remain aware of how this crisis is very different in nature to the market shock of 2008/2009 and understand how this...
Iggo's insight - European Summer
The strongly developing consensus appears to be pro-Europe relative to the US. A stronger Euro and a negative view on US equities is part of that. The political and health situation in the US is...
Insight - Macro Research - US presidential election preview: You’re fired?
Outlook for the 2020 vote, and the potential economic and market consequences
COVID-19: Stewardship and the pandemic
AXA Investment Managers (AXA IM) today publishes its H1 2020 Stewardship Report, outlining its engagement programme for the first half of the year and how it exercised its voting rights in H1 2020.
ESG and financial returns: The academic perspective
An increasing amount of academic research is showing that the incorporation of environmental, social and governance (ESG) factors can potentially lead to better performance for both companies and...
Iggo's Insight - The Big H
We are consistently seeing technological progress towards the goal of de-carbonising our economies. Alternative energy is becoming cheaper and more and more activities have the opportunity to shift...
AXA IM's Gilles Moec: A four-day ordeal to a deal
Gilles Moec, Group Chief Economist at AXA Investment Managers comments on the approved European recovery debt plan:
Research Investment - Natural language processing – a new tool to decode the Fed
What is natural language processing, and how can we use it to analyse FOMC minutes and the Beige Book?
Macro Insights Research - COVID-19 update: A disinflationary shock - Part 2
Longer-term inflation drivers: Government debt financing and institutional change
Marco Morelli is appointed Executive Chairman of AXA Investment Managers and a member of AXA’s Management Committee, Gérald Harlin to retire at the end of September
AXA announced today that Marco Morelli, previously Chief Executive Officer of Monte dei Paschi di Siena, is appointed Executive Chairman of AXA Investment Managers (AXA IM) and a member of AXA’s...
Lo que necesita saber sobre la robótica industrial
La demanda en el sector de la robótica industrial se está acelerando debido a la tendencia actual de la automatización y los avances tecnológicos innovadores.
Tomorrow Augmented - COVID-19: Economic and geopolitical fallout and responses
The world is facing an unprecedented global health emergency. The scale of the pandemic and the quarantine measures adopted by many countries to curb the outbreak have brought our way of life to a...