January Investment Strategy: US slowdown to dodge recession
Good news: while we estimate that the probability of recession has been rising, it remains below critical thresholds, confirming our assessment that we are moving closer to the end of the cycle.
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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At AXA Investment Managers (AXA IM) we are an active, long-term, global, multi-asset investor. We work with our clients today to provide the solutions they need to help build a better tomorrow for their investments, while creating a positive change for the world in which we all live. We are part of the AXA Group, a world leader in financial protection and wealth management.
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22 February 2019
Short Euro, long duration
There is probably more to come on the credit side in the near term as investors focus on a macro environment that is weaker than it was last year but where the interest rate risk has severely diminis ...
21 February 2019
February Investment Strategy: Eurozone slowdown risks an ECB stalemate
When unfavourable one-offs and soft patches last, later becomes never
19 February 2019
Is India the next battleground for China v US?
A combination of attractive valuation and an end to distressed selling has helped markets recover in the first six weeks of the year.
21 February 2019
- Underlying earnings up 6% - Third-party net inflows up €3 billion - Commitment to fully integrate ESG in open-ended funds range in 2019 - Building a better tomorrowRead more
30 January 2019
David Page, Senior Economist at AXA Investment Managers comments on the latest round of Parliamentary voting on Brexit