997 insights found

Iggo's insight

03 April 2020

A view from the markets – Cash-flow

This is a locked-down musing on the impact that disrupted cash-flows have on different asset classes. While government revenue is undercut by the recession, government can still fund itself and repay ...

Market thinking

02 April 2020

COVID-19 Impact: AXA IM’s macroeconomic and investment strategy update

The COVID-19 crisis continues to cause significant volatility

Research & Investment Strategy

01 April 2020

The return of the Quantitative Easing trade

Inflation linked bonds have performed well during the years of quantitative easing.

Podcast

01 April 2020

Macrocast podcast #1 - Mutualise or Trust the Printing Press

Every Monday, Gilles Moëc demystifies a hot topic from his Macrocast newsletter in a 10-minute podcast.

Tomorrow Augmented

01 April 2020

Is a vaccine for coronavirus on its way, and what are the challenges?

Peter Hughes, PhD, Fund Manager, Healthcare Strategies at AXA IM, gives his view on the current trials to develop vaccines and treatments for COVID-19, and what the challenges – and next steps ...

Macrocast

30 March 2020

Mutualise or Trust the Printing Press

Our baseline of a 2 to 3% shock to GDP may be optimistic given the time it takes for lockdowns to curb the epidemic, especially when taking on board the the hesitant approach favoured by some key cou ...

Iggo's insight

27 March 2020

Denial, panic, hope.

We are passing through stages of a global social and economic disaster. The denial of February quickly became the panic of March. Now markets are responding to the massive policy response.

Market thinking

26 March 2020

COVID-19 Impact: AXA IM’s macroeconomic and investment strategy update

The COVID-19 crisis continues to cause significant volatility. This is an exceptional and defining time for the global economy, but policymakers and central banks are taking decisive action to steady ...

Research & Investment Strategy

26 March 2020

March Investment Strategy - Preparing the recovery

The extension of the covid-19 pandemic is forcing a growing number of countries into “lockdowns”, which will have a very significant impact on economic activity since the worst-hit sectors (restauran ...

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