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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.

20/01/2017 - Thailand: 2017 Outlook

Mixed growth prospects and relatively high external vulnerability warrant investor caution

18/01/2017 - Brexit: “Great moment of national change”

May’s plan contained little new information but offered a useful, comprehensive clarification of the government’s collective view

16/01/2017 - Macro Insights

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

16/01/2017 - Consider this - Eight centuries of bond market reversals

With “Consider this” we introduce a new series of curated articles and papers that we believe could be of interest to our readers. These do not represent our views and are intended for...

12/01/2017 - EM in 2017: the shield of capital inflows

Capital inflows to EMs are expected to slow down in 2017, although Manolis Davradakis does not believe they would fall off a cliff as in 2013-2015.

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Recommended asset allocation for December 2016

Source: AXA IM
Published in December 2016

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