July Investment Strategy - Prevent horizon: US sidesteps recession for now
Given the vulnerability of the macro environment, we are keeping a cautious allocation stance, with a preference for high-carrying fixed income.
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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From green bonds to impact investing; negative screens to active stewardship, AXA IM's offering spans the full ESG spectrum.
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.
23 August 2019
Over the long run, total return in bond investing is driven by income. This year it has all been about capital appreciation. Bond prices have moved aggressively and this leaves the market subject to ...
15 August 2019
Doesn't Feel Good
Bond yields have plunged this summer. The cyclical slowdown and a wall of political worries has created a surge in demand for safe assets. Investors are trying to figure out what it all means.
13 August 2019
Easing cycle underway
Going forward, we expect Asian central banks to continue to cut rates with a few exceptions – Bank Negara Malaysia and State Bank of Vietnam.
23 July 2019
• Johnson wins Conservative leadership election (66% to 34%). • In a short speech Johnson reiterated his campaign mantra “to deliver Brexit, unite the country and defeat Jeremy Corbyn”. • Johnson’s ...Read more
23 July 2019
Jean-Philippe Levilain, who is currently Head of Loans & Private Debt within AXA IM Structured Finance, will take on a new role outside of AXA IM and leave the company effective September 15, 2019 ...Read more
04 July 2019
Foresters Friendly Society (Foresters), the mutual insurance provider protecting families since 1834, has appointed AXA Investment Managers (AXA IM) to manage a £175 million multi-asset mandate on beh ...Read more