What is the Evolving Economy?
Discover the five themes that we believe will shape the way companies operate in future
May Investment Strategy: Dealing with the governments we deserve
US-China tensions are back with a new round of tariff increases and threats of further escalation
2019 Macroeconomic Outlook
As quantitative easing ends, will the global cycle turn?
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.
Welcome to AXA Investment Managers global website
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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From green bonds to impact investing; negative screens to active stewardship, AXA IM's offering spans the full ESG 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
21 May 2019
May Investment Strategy: Dealing with the governments we deserve
US-China tensions are back with a new round of tariff increases and threats of further escalation
20 May 2019
Trade war ratchets up as Europe readies for Parliamentary Elections while Modi looks set to stay in office
17 May 2019
The Art… or chance of a Deal
The outlook for economic growth implied by global bonds continues to worsen as risk-free yields continue to fall.
News
10 May 2019
US reaction: US hikes tariffs as trade policy outlook worsens
Market commentary
The US enacted an increase in tariffs on $200bn of Chinese exports today at 12.01 (EST). The tariff increase reflected the deterioration in ongoing negotiations. However, Chinese Vice Premier Liu He r ...
Read more06 May 2019
China in a bull shop
Market commentary
Laurent Clavel and Serge Pizem discuss their macroeconomic and asset allocation convictions for May 2019.
Read more08 April 2019
AXA IM's macroeconomics and asset allocation convictions for April 2019
Market commentary
Laurent Clavel and Serge Pizem discuss their macroeconomic and asset allocation convictions for April.
Read more
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