Macrocast-AXA IM Talk on Asia & China Market: Why China is still the world’s factory, and upgraded
This month AXA IM’s Emerging Asia Economist, Shirley Shen, shares her latest research and insights on how China manages to upgrade its supply chain status against both trade war and the pandemic.
Market Thinking-A thematic touch: Transforming portfolios with sustainable technology
Technology-driven innovation is one of the most viable ways to tackle the world’s environmental and societal challenges, while at the same time delivering a positive impact on investment portfolios.
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
Responsible Investment-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. We have already put to work more than €10bn in green bonds and we want to...
Responsible Investment-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. Initial data shows that the market has issued a prompt response...
Tomorrow Augmented-Are we at an inflection point for technology growth?
Technology has attracted a lot of attention this year, with higher interest drawing some concern over valuations. While semiconductor shortages have highlighted the world’s dependence on...
Tomorrow Augmented-Alzheimer's breakthrough could drive a new wave of biotech innovation and investment
The accelerated approval of the first new Alzheimer's treatment in almost two decades looks set to be a potential game changer for the biotechnology sector.
Fixed Income-Capturing the ‘demographic dividend’ in emerging market debt
Due to advances in medicine and greater knowledge of how factors such as nutrition impact health, people can look forward to longer lives. Overall, the average population age at a global level is...
Responsible Investment-Did 2020 deliver a premium for the top ESG equities?
There is no shortage of studies highlighting that investors increasingly want their portfolios to be not only financially rewarding but also responsible. It appears that not even the dramatic...
research-Central bank digital currencies, reserve currencies and geopolitics
When it comes to central bank digital currencies (CBDCs), the focus of market participants and regulators – especially in the banking industry - is mainly associated with their disruptive nature....
Macrocast-H2 2021 Asia and China Outlook - Media Briefing Highlights (with playback)
AXA Investment Managers (AXA IM) observes that as the global economy emerges from the pandemic, it is buoyed by strong economic growth but must also confront the accompanying inflationary...
Evolving Economy-How has e-commerce shaped the logistics real estate space?
The e-commerce boom has left many retailers needing to rethink the structure of their supply chains to meet consumers’ expectations
Tomorrow Augmented-A wake up call for the energy sector? The IEA’s path to net zero
The energy industry lies at the centre of any attempt to deliver on the goals of the Paris Agreement on climate change. Huge changes in production and consumption are required if the world is to...
Tomorrow Augmented-The vital role of investors in the carbon transition
Pre-COVID-19, the transition to a low carbon economy was already enjoying several tailwinds. But the onset of the pandemic has fuelled this drive as companies, governments and investors appear to...
tomorrow augmented-How the pandemic has given a new meaning to ageing
Within the next 20 years, the number of people in the UK aged 65 and over is set to increase 40 per cent. In the US, Europe and Japan, it is a similar story: people around the world are living...
Tomorrow Augmented-Decade of Transition: Why a Socially Aware Investment Approach Pays Dividends
The pandemic has pushed the “S” of ESG to the top of the news agenda. Social welfare concerns have forced companies to scramble to keep employees safe, while investors are demanding a fair deal for
Research-June OpEd - On the dot
The Fed’s latest meeting signalled a difference in views, as well as seeing rates rising sooner.
macrocast-AXA IM Talk on Asia & China Market: China’s growth disappoints, but structure improves
AXA IM’s Senior Emerging Asia Economist, Aidan Yao, shares his latest macro views on China and Asian Market every month.
Tomorrow Augmented-Digital trending, with even more growth on the horizon
Last year PayPal enjoyed the most successful 12 months in its 22-year history. With total volume surging 31 per cent to $936bn, the California-based online payments company also added 73m net new...
Market Thinking-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. After its worst year on record in 2020, the factor delivered its best return...