Macrocast, with Gilles Moec
Every month Gilles Moec, AXA Group Chief Economist and AXA IM Head of Research will welcome a special guest to deep dive into the current macroeconomic environment to debate, discuss and help us to better understand the implications of international events and how they impact financial markets and economies.
Tomorrow: Reinvented is our exclusive webinar series. This webinar series, featuring world-class speakers, addresses a wide range of themes, from COVID-19's impact on the global economy to geopolitics and ESG, while debating how they, and more, could impact you as an investor.
The rise of the digital economy, growing demographic shifts and the changing climate are just some of the forces fundamentally altering how we work and invest today, and how we will live tomorrow.
1323 insights found
June Global Macro Monthly - The European green deal
US developments dominate international markets. The Fed adopted a more hawkish tone at its latest policy meeting.
June OpEd - On the dot
Monthly Investment Strategy Oped
London Calling: the latest on bonds and the Fed (again)
It’s said in London that you can wait for 20 minutes for a red bus, then three come along at once.
Did 2020 deliver a premium for the top ESG equities?
There is no shortage of studies highlighting that investors increasingly want their portfolios to be not only financially rewarding but also responsible. It appears that not even the dramatic events ...
Institutional investors can look to new diversification opportunities in the pandemic recovery
The global economy is recovering from the worst of the damage done by the COVID pandemic.
A wake up call for the energy sector? The IEA’s path to net zero
The energy industry lies at the centre of any attempt to deliver on the goals of the Paris Agreement on climate change.
More than the message from the “median Fed forecaster” we focus on the polarization within the FOMC. We remain in the “it’s a transitory” camp on inflation, but we reiterate our view that US real rat ...
Thinking about thinking
It appears that the US Federal Reserve (Fed) is closer to achieving its inflation target than it expected to be when the “average inflation rate” framework was first presented.
Digital trending, with even more growth on the horizon
Shifts in consumer behaviour and online retail highlight certain trends are here to stay