Insights Hub

Garland Day

Sentiment in markets has been positively impacted by signs of increased activity where lock-downs are starting to be lifted. This could continue as more restrictions are eased and consumers emerge fr ...

Post-COVID-19, innovation in healthcare is here to stay

As the coronavirus pandemic has developed, we have been inspired by the coordinated response of healthcare providers, diagnostic testing companies and the biopharmaceutical industry.

Semiconductors: The brain enabling technology shifts

The semiconductor industry has enjoyed significant growth in the digital age - a trend expected to continue

How COVID-19 has accelerated trends in the digital economy

Many companies at the centre of the digital economy have been well-placed to support life under lockdown

Macrocast Podcast #9 - Hamilton has not sung yet

Every Monday, Gilles Moec, AXA Group Chief Economist and AXA IM Head of Research, shares his views on how international events are impacting financial markets.

Global Factor Views

Despite Covid-19 lockdowns being eased in many countries, the crisis continues to hinder global economic activity. Authorities across the world have mounted a significant response using a combination ...

Multi-Asset Investments Views - June 2020 - The speed and shape of the recovery

High yield: Opportunities on the rise as the fallen angels descend

The hit has been hard, but the sector might have the flexibility (and monetary policy support) to have a decent crisis

Hamilton has not sung yet

While the market is understandably more sensitive to the newsflow around a potential vaccine than to economic data, we still focus on the “background noise” which is likely to accompany the mechanica ...