Macroeconomic Outlook 2021: 21, It Was A Very Good Year
So said Frank Sinatra, but do our experts agree that 2021 and beyond will be “good years”? In this 2021 outlook we discuss our macroeconomic forecasts and investment outlooks for the coming year.
Discover how we create the Perfect Blend with Factor Investing
How the Digital Economy has been supporting life in lockdown?
In a world with increasing online connectivity, how does a typical life in London look like during lockdown, when compared to one in Hong Kong or Singapore?
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What is the Evolving Economy?
The Evolving Economy is all about identifying companies that are tapping into multi-decade demographic and technological changes, regardless of their region or sector classifications.
Short Duration Range
Worried about rising rates? Take a smooth route.
Tomorrow Augmented
The rise of the digital economy, growing demographic shifts and the changing climate are just some of the forces fundamentally altering how we work and invest today, and how we will live tomorrow.
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As a global asset manager, AXA Investment Managers believes that investment can make tomorrow a better place.
It enables growth, drives innovation and helps people achieve their goals. It’s about helping our clients
make the right investment decisions, while creating a positive change for the world we live in.
AXA Investment Managers (AXA IM) is a subsidiary of the AXA Group.
In Asia, we have been offering asset management expertise to clients since 1998. We are a stable and trustworthy partner that
offers a comprehensive range of investment solutions to facilitate the growth objectives of our institutional and fund distribution clients.
Find out more about our Featured Strategies, including Evolving Economy, High Yield, Short Duration Range and Sustainable Equity.
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AXA IM takes an active, long term and responsible approach to investment. Find out more about these key investment principles driving our business.
Investment Capabilities
AXA IM is an active, long-term, global asset manager with expertise across the asset class spectrum.
Insights Hub
The Insights Hub provides access to our latest thinking and research on everything from the megatrends changing the world, to the macro moves making the markets tick.
Insights
Sustainability is becoming a critical factor for Asian bond investors
As investing through an environmental, social and governance (ESG) lens continues to gain momentum in Asia, the call for more sustainable bonds is growing.
Decade of Transition: The Changing Climate for Sustainable Investment
This Decade of Transition content series looks at how environmental, social and governance (ESG) investment will play a fundamental role in achieving a more sustainable future. Part 1 focuses on the ...
February OpEd: Dealing with overheating concerns (already)
The Biden plan could close the US output gap by the end of 2021.
Gene editing: The biotech bringing potential new investment opportunities
The coronavirus pandemic has made biotechnology front page news. The arrival of multiple vaccines in record time has starkly highlighted how innovative – and versatile – the sector can ...
AXA IM Talk on Asia & China Market: Will Chinese Equities have a bull run in Year of the Ox?
AXA IM’s Senior Emerging Asia Economist, Aidan Yao, shares his latest macro views on China and Asian Market every month.
China Bond Market Primer: Entering the world's second largest bond market
China’s bond market reached $17 trillion in Q3-2020, making it the world’s second largest market after the US. The low market cap to GDP ratio compared with other markets suggests still significant g ...
Why investors must be nimble to navigate Chinese stocks
Investing in emerging market (EM) assets brings with it various, distinctive risks. When it comes to China, the country’s scale and political system give equities investors and bondholders more issue ...
All eyes were on biotech in 2020: Some investor observations
It is now a year since the WHO declared an International Public Health Emergency after the first international case of a novel coronavirus infection was identified outside of China. We remain right i ...
It’s a match: How do dating apps make money?
Online dating is now widely, and increasingly, accessible thanks to the adoption of smartphones - those in the market for romance can now easily search for potential partners using a variety of crite ...
Investing in a new growth path in China
China’s relatively quick rebound from the pandemic has seen it close its gap with the US as Beijing vies to overtake the world’s largest economy as soon as it can. And appeal for domestic stocks amon ...
Seven myths behind high yield bonds
Interest rates may be at or close to record lows, but there are still opportunities within fixed income
Investing in 2021: Reason to cheerful - and fearful
The news flow since the start of the year has arguably not given us many reasons to be cheerful. Lockdowns are becoming commonplace again - Germany and the UK are among those under renewed restrictio ...
News
25 February 2021
Full-year 2020 earnings
Press Release
AXA IM has recorded an excellent performance in 2020, in what has truly been an exceptional and challenging year for the industry, businesses and individuals. Our diversified and global approach based ...
Read more18 February 2021
AXA IM further embeds ESG capabilities across its business
Corporate news
Building on its maturity as a longstanding responsible investor, AXA IM further embedded Responsible Investment (RI) capabilities within its two business units, AXA IM Alts and AXA IM Core, in 2020. R ...
Read more12 February 2021
AXA IM's David Page - UK reaction: Positive Q4 GDP likely to see UK avoid double-dip recession
Market commentary
David Page, Head of Macro Research at AXA Investment Managers, comments on the latest UK GDP figures
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