Market commentaries

16 January 2019

David Page, Senior Economist at AXA Investment Managers, comments on UK Parliament rejecting the Prime Minister’s negotiated Brexit deal with the EU

Market commentary

29 October 2018

UK Budget reaction - Improved fiscal finances come with Brexit warning

Market commentary

David Page, Senior Economist at AXA Investment Managers, comments on the 2018 UK Budget statement.

16 October 2018

4 reasons why recent market turbulence may signal the long awaited rotation into small cap value

Market commentary

Four reasons why small cap value looks set to recover

13 September 2018

UK reaction - BoE sits back to watch and wait on Brexit developments

Market commentary

David Page, Senior Economist at AXA Investment Managers, comments on the latest minutes from the Bank of England’s Monetary Policy Committee:-

14 August 2018

UK reaction - Labour market tightening continues

Market commentary

David Page, Senior Economist at AXA Investment Managers, comments on the latest UK employment figures

27 July 2018

UK reaction - Barnier's "non" threatens dead-end for negotiated Brexit

Market commentary

Barnier/Raab press conference reveals EU’s fundamental rejection of UK’s carefully crafted proposal.

10 July 2018

UK reaction - Government resignations threaten Brexiteer challenge

Market commentary

David Page, Senior Economist at AXA IM, comments on UK Government resignations

03 July 2018

‘The future of cars may not be quite what you think’

Market commentary

To coincide with ‘Green Transport Week’ Tom Riley, Portfolio Manager of the AXA WF Framlington Robotech Fund, shares his thoughts on the automotive sector and where new investment opportunities lie.

15 June 2018

AXA IM's David Page - Sterling weakens on UK inflation data

Market commentary

David Page, Senior Economist at AXA Investment Managers (AXA IM), comments on today’s UK inflation rate figures