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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

22/05/2017 - Macro Insights

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

18/05/2017 - Investment Strategy - The return of central banks

In this Monthly Investment Strategy, we take a deep dive into the uncharted territory of quantitative tightening, soon to materialise in the US, and the reduction of quantitative easing expected to...

15/05/2017 - Macro Insights

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

12/05/2017 - The impact of quantitative tightening on yields

Ombretta Signori and David Page focus on the market reaction to the initial announcement of a change in balance sheet policy and how it will impact markets in the first two years of implementation.

11/05/2017 - US quantitative tightening

The next stage of the US monetary experiment

10/05/2017 - Après les élections françaises, quels sont les quatre sujets qui vont désormais préoccuper les marchés ?

Les élections législatives des 11 et 18 juin vont être déterminantes pour l’agenda de politique économique et européen de la France mais devraient rester d’un intérêt très marginal pour les...

09/05/2017 - Macro Insights

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

09/05/2017 - Credit market monthly review April 2017

Don't sell in May; don't go away.

05/05/2017 - French politics: Market tail risk and economic policy uncertainty

With the first round’s results coming in line with polls, the French Presidential run-off (7 May) has been downgraded to a tail risk for markets, which should continue to focus on US policy and ECB...

03/05/2017 - Egypt: a fragile transition with limited upside

The return to relative social stability and the IMF loan should provide a significant anchor for fiscal and monetary policies. Economic growth should however remain limited, in the short run with...
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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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