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Research at AXA IM


Primary research is core to our culture

Macro-economic trends and financial markets are the raw materials of our business. We carry out extensive research to generate forward-thinking analysis for our clients, helping us to improve the performance of portfolio managers and develop insight-driven solutions.

 

Latest news from the Research team

28/03/2017 - India - winning a risky fight on “demonetisation”

After the transient dip induced by the demonetisation, the Indian economy appears to have regained momentum. Aidan Yao assesses the macro impact of this risky move and discusses how the economy,...

27/03/2017 - Macro Insights

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

27/03/2017 - NAFTA negotiations: a long ride lies ahead

Negotiations to start in 2017H2 and last almost two years

22/03/2017 - Capitulating on politics?

In this Monthly Investment Strategy, we dig further on the US economic policy landscape, first because the political risks brought about by the French elections has not changed dramatically, and in...

21/03/2017 - South Korea – looking beyond Park’s dismissal

Presidential impeachment ends the political saga, but challenges remain

20/03/2017 - Macro Insights

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

17/03/2017 - Scotland Referendum II

Deferred poll limits market impact

16/03/2017 - “Trumponomics” is not Mexico’s biggest risk

We examine both the impact of stricter US trade and immigration policies on Mexico and whether these policies could trigger a balance of payment crisis.

13/03/2017 - Macro Insights

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

13/03/2017 - Consider this - How much should we read into shifts in long-dated yields?

This note summarises a speech made by Hyun Song Shin, Economic Adviser and Head of Research at the Bank for International Settlements, on 3 March 2017.
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Laurence Boone - AXA IM Research

"One of the key roles of our research capability is to turn facts and figures into robust,  high-quality analysis, which our investment professionals can rely upon, day in and day out."

Corporate tax trumpformer

 

 

 

Preview of our most recent research paper

Published in March 2017

Inflation – risk or opportunity?
UBS Investor Forum, February 2017


Published in January 2017

 

AXA IM 2017 Outlook

 

Our last asset allocation recommendation

Recommended asset allocation for February 2017

Source: AXA IM Research
As of 24 February 2017

Download the latest monthly Investment Strategy

 

The Research team on social media

Follow us on Twitter and LinkedIn for the latest updates from our team, including #AXAIMResearch from Laurence Boone our @AXAChiefEcon

 

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