Research - Fit for 55: A carbon pricing upheaval
Exploring ‘Fit for 55’ and challenges to the EU’s climate ambitions
Iggo's Insight - Getting hot?
Worries about the economy overheating appear to have been overdone as the delta variant reminds us that the battle with the pandemic is far from over.
RI - Can ESG screening provide a buffer for fixed income investors?
The unprecedented monetary and fiscal stimulus put in place by governments and policymakers worldwide has supported bond markets for much of 2020 and 2021, but fixed income investors have faced...
July global Macro Monthly - Clouds darken Summer re-opening
COVID-19 again haunts markets – the delta strain gains.
Macro Insight - What you need to know about the IBOR transition
What is IBOR transition and how is AXA IM approaching it?
What is IBOR transition and how is AXA IM approaching it?
What is IBOR transition and how is AXA IM approaching it?
What is IBOR...
What is IBOR transition and how is AXA IM approaching it?
What is IBOR transition and how is AXA IM approaching it?
What is IBOR...
Research - Unpacking Made in China
China’s status as the world’s factory and top exporter has come under intense pressure from the Sino-US trade war and a global pandemic that has disrupted supply chains
AXA IM appoints Frédéric Clément as Global Head of Human Resources
AXA Investment Managers (AXA IM) announces the appointment of Frédéric Clément as Global Head of Human Resources replacing Amélie Watelet who becomes Human Resources Director of AXA France.
RI - The market takes up the challenge of the SFDR
The EU Sustainable Financial Disclosure Regulation (SFDR), which has just entered into force, is a watershed for sustainable finance.
Market thinking - Measuring the effect of ¬ diversification into foreign credit
The challenges for investors from the insurance sector are clear, but the solutions sometimes less so.
RI - China green bonds: Seeking harmonisation in a sector that could boost the climate change fight
As part of AXA IM’s commitment to fighting climate change, we aim to be a leading investor in the green bond market.
RI - Engagement is not something which happens over night
Active ownership is about using your rights and influence as an investor to engage investee companies in a productive dialogue and driving change that can make a tangible difference.
Rosenberg - Value returns: Bringing the “multi” back to multi-factor
Long-suffering factor investors may only be willing to whisper it, but the data say it loud and clear: value is back.