1055 insights found

Iggo's insight

Back for good?

The ECB and the German government added to policy support in Europe this week. This further fuelled the cyclical risk-on behaviour of markets. Returns are positively skewed, and dispersion has fallen ...

Research & Investment Strategy

How can fixed income investors navigate ongoing volatility due to COVID-19?

Nick Hayes says it comes down to active management, security selection and diversification of risks.

Research & Investment Strategy

COVID-19 update: US policy response

The effectiveness and impact of the US policy response.

Podcast

Macrocast Podcast #10 - Define "Big"

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.

Macrocast

Define ”Big”

The Commission’s “Next Generation package” is a big step forward, but it’s no proper cyclical stabilization capacity.

Iggo's insight

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 ...

Responsible investment

COVID-19: Has your workplace changed forever?

The COVID-19 crisis threatens long-lasting changes to the way we work. It is affecting employees and employers everywhere.

The Evolving Economy

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.

The Evolving Economy

Semiconductors: The brain enabling technology shifts

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

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