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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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.
18 February 2019
US retail sales fall, UK Prime Minister defeated again and Spain to head back to the polls
The US ended last week with a bang, while Spain's Prime Minister has called for a snap election
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