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23/05/2017 - Market Thinking - a view from the equity market
Last week ended up as a bit of a long piece around structural change in China, leaving lots of other smaller items for this week. Oil for example has bounced back within its trading range, this...
19/05/2017 - Iggo's insight: a view from the bond market - commentary from Chris Iggo, AXA IM - Boring, expensive and reliable
Bond yields have failed to rise in line with expectations. Taking a long-term view it’s not hard to see why. To get the sort of bond yields that many commentators think we should have requires...
17/05/2017 - Market Thinking - a view from the equity market - commentary from Mark Tinker, AXA IM
The One Belt One Road (OBOR) initiative discussed at the Beijing Summit last week has attracted a lot of international attention and clearly much of it was ‘new’ to a lot of people, even though...
12/05/2017 - AXA IM's Aidan Yao discusses the challenges Moon Jae-in faces after winning the South Korean presidential election
Aidan Yao, Senior Emerging Asia Economist at AXA Investment Managers (AXA IM), discusses the challenges Moon Jae-in faces after winning the presidential election.
11/05/2017 - AXA IM's David Page: UK reaction - BoE Inflation Outlook - Rosier forecasts fail to impress markets
David Page, Senior Economist at AXA Investment Managers (AXA IM) comments on today’s Bank of England (BoE) meeting concluding that the rosier forecast seems to fail to impress markets.
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