Iggo's Insight - Second lock

The increased number of positive COVID-19 cases across Europe has led to some restrictions on social mobility being re-imposed.

Tomorrow Augmented How has the pandemic impacted the outlook for robotics?

COVID-19 has highlighted many areas where robotics have proven beneficial. Despite the global economic slowdown we expect the long-term trend to remain positive.

Tomorrow Augmented Price Is No Longer an Obstacle to Clean Power:

The costs of renewable energy and battery storage have plummeted, just as most old coal plants need to be replaced.

Macrocast 64 - China’s net zero

We focus this week on China’s decision to become carbon neutral by 2060.

Iggo's insight - Covid hits WH

The symbolism of President Trump testing positive for coronavirus will not be lost on market participants and economists.

Iggo's Insight - No V in earnings

Social distancing seems to be affecting the ability of Premier League defenders to defend. Governments are closing bars and restaurants.

Macrocast 63 - Policy hurdles, political dilemmas

After some U-turns from the US President and although discussions are continuing, no deal has been found on a new fiscal stimulus package.

Tomorrow Augmented COVID-19: Accelerating the energy transition and driving climate-friendly investment opportunities

Global lockdowns have had a positive impact on the environment. But will the crisis help accelerate the transition towards renewable energy, and what might the investment implications be?

Research - Biden his time

The US has seen fewer new virus cases since its summer peak, but the virus is rising sharply in some European countries and across emerging markets more broadly

Macrocast #60 - Investing to pastures green(er)

The first “partial lockdowns” are coming to Europe. This will raise public deficits as the phasing out of emergency fiscal support schemes is delayed. The ECB seems ready to accommodate.

Macrocast 61 - Gravity wins in the end

Traditional macro indicators are pointing to a relapse in Europe – but the situation in the US is also fragile.

Iggo's insight - Six months home

The last six months have seen amazing returns from financial markets.

Iggo's insight - Word Up

Risk-free yields and curves are range-bound and will remain so as central banks strengthen their resolve to encourage a rise in inflation.

RI - Impact Engagement Principles Delivering on the UN Sustainable Development Goals

AXA IM believes that significant positive societal impact can be generated
through listed assets investment strategies.

Tomorrow Augmented 10 ways the longevity economy is changing the way we live now

Longevity is about ‘whole of life’ – not just end of life. People of all ages are likely to use goods and services that come under this umbrella – which includes wellness, health and medical...

Tomorrow Augmented What is the future of a cashless society in a post-COVID-19 world?

COVID-19 has accelerated the use of cashless payments - what role are payments companies playing in this transition, and what does it mean for investors?

Tomorrow Augmented Infographic 10 ways the longevity economy is changing the way we live now

See some of the ways we are part of the longevity economy - from working out to booking a doctor's appointment

Digital Economy - What investors need to know about the digital economy

Learn more about the 4 Ds driving growth in the digital economy: Discovery, Decisions, Delivery, and Data & Enablers.

Insight - Semiconductors: The brain enabling technology shifts

The semiconductor industry has enjoyed significant growth in the digital age - a trend expected to continue