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Macrocast Podcast #15 - US Policy-makers looking for a plan B
Strategic Asset Allocation for a +1.5°C World: a proposed framework
Climate change is material risk - Global warming poses long-term physical risks as the climate changes, as well as nearer term risks as the energy sector shifts from fossil fuels to low-carbon altern ...
US Policy-makers looking for a plan B
The impact on US activity of states delaying reopening or re-imposing restrictions is starting to show in some real-time data
AXA IM Taskforce for Climate-related Financial Disclosure Report highlights
AXA IM Glide Path: Efficient and flexible design towards retirement
The shift from DB to DC plans is a major trend in global pension markets. Target-date strategies, the default investment solution for most DC plans, will be subject to heavier saver protection regula ...
Macrocast Podcast #14 - Job protection and demand management
Multi-Asset Investments Views - July 2020 - Back to work
Job protection and demand management
With some US states rolling back on the relaxation in covid containment measures, the mechanical rebound in economic activity may be less spectacular than expected.
Now it gets tough
The second quarter was disastrous for society and the global economy. The danger on both fronts is passing only slowly.