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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

22/02/2017 - Mapping to market

Using correlations across asset classes, Maxime Alimi has mapped a variety of market conditions. The current conditions point to a benign environment, which is consistent with our central scenario.

20/02/2017 - Macro Insights

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

16/02/2017 - China – Exerting its influence over Asia

Assessing China’s economic and financial spill-overs in the Asia region

14/02/2017 - The state of the polls as highlighted by our aggregating tool

The state of the polls as highlighted by our aggregating tool

13/02/2017 - Macro Insights

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

10/02/2017 - “Protection will lead to great prosperity”

How the US might slip into protectionism

09/02/2017 - Consider this - Narrative economics

This brief note summarises “Narrative economics”, published as a Cowles Foundation discussion paper, by Robert J. Shiller from Yale University.

06/02/2017 - Macro Insights

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

26/01/2017 - “Poor Mexico, so far from God, so close to the US”

Mexico threatened by more US trade protectionism

23/01/2017 - Investment Strategy - 2016 lessons for 2017

In this Monthly Investment Strategy, we attempt the humbling exercise of acknowledging what we got wrong and examine what lessons we could draw from 2016 as we move into 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."

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 December 2016

Source: AXA IM
Published in December 2016

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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