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Research & Investment Strategy

We carry out extensive research to generate forward-thinking analysis for our clients. It also enables us improve the performance of portfolio managers and develop insight-driven solutions.

24/04/2017 - Macro Insights

The Research & Investment Strategy (R&IS) team present their views on recent developments and the factors shaping markets over the week ahead.

21/04/2017 - Endless uncertainty in Turkey

Political uncertainty to rise even after the 16 April referendum

20/04/2017 - Consider this - “Price impact of bond supply shocks: evidence from the Eurosystem’s asset purchase program”

This note summarises a working paper published in March 2017 by Banque de France’s William Arrata and Benoît Nguyen.

19/04/2017 - Counting on economic cycle extenders

This cycle may last longer than anticipated, in part thanks to a cautious policy stance

18/04/2017 - Macro Insights

The Research & Investment Strategy (R&IS) team present their views on recent developments and the factors shaping markets over the week ahead.

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Recommended asset allocation for February 2017

Source: AXA IM Research
As of 24 February 2017

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