AXA IM Embraces Global Energy Transition with Launch of Clean Economy Fund

AXA Investment Managers (AXA IM) today announces the launch of the AXA World Funds Framlington Clean Economy fund which seeks to provide investors with access to the long term growth potential of...

Credit Market Review A record-breaking quarter

The dovish change in the European Central Bank’s policy outlook at its 7 March meeting boosted the performance of euro credit

AXA IM's Macroeconomic Aiews and Asset Allocation Convictions for April 2019

Laurent Clavel and Serge Pizem discuss their macroeconomic and asset allocation convictions for April.

Are the yield curve’s predicative powers diminishing?

The US yield curve has inverted before every recorded recession over the last five decades, however the spate of recent and unconventional monetary policy could potentially be rendering the...

Climate Change and Investment

The environmental impact we are having on the planet is set to influence the way governments act, industries function and businesses behave in the coming years.

Iggo's Insight - Warmer weather please

There have been some signs of global growth stabilising, although European data is lagging. China and the US published stronger data on manufacturing last week.

Equity Market Monthly March’s yield curve inversion vs the equity rally

March witnessed a short-lived volatility spike and renewed recessionary fears.

Investors’ yield appetite has returned and the Asian credit rally shows no sign of abating

This rally is being driven by a combination of a dovish Federal Reserve, accommodative Chinese policies and signs of a trade war resolution, all of which appear to have revised investor sentiment.

Multi-asset investments views - How long can the 'Goldilocks' rally last ?

2019 started with a 'Goldilocks' rally: both risky and 'safe' assets posting positive returns.

Global water supply will remain stagnant

Global population is increasing while water resources remain the same.

How can investors choose the right long-term investment themes?

With the pace of technological and demographical changes seemingly moving faster than ever, investors are inundated with new ideas of what the next big investment trend will be.

Why companies must be flexible to survive

Companies in today’s environment must be flexible to survive. Understand why with Tom Riley and Dani Saurymper.

When innovation becomes investable

Distinguishing innovation from investment reality is crucial when investing. Dani Saurymper, Jeremy Gleeson and Tom Riley demonstrate how to tell the difference.

When does innovation become investable?

Today, companies stand on the frontier of enormous technological innovation, but it can be challenging for equity investors to determine which technologies will lead to positive long-term...

The Evolving Economy - A fresh approach to equity investing

The way that companies do business has changed dramatically over the last 20 years, but many investors’ approach to equities has remained the same.

Why the consumer is king for thematic investors?

The consumer is king for thematic investors. Anne Tolmunen and Jeremy Gleeson explain why this is true across both developed and emerging markets.

Does politics matter to equity investors?

Do politics matter to equity investors? Amanda O’Toole and Dani Saurymper share their views and considerations on the matter. Does

Five unexpected stocks driving the automotive industry

The automotive industry is rapidly evolving from a select group of manufacturers to a broad ecosystem of innovative companies and technologies as electric, autonomous and intelligent cars become a...

Are consumers the catalyst for environmental change?

When it comes to environmental issues, consumers are realising just how powerful their voices can be.

Industrial robotics

The demand for industrial robots has accelerated due to the ongoing
trend towards automation and innovative technological advancements.