Market commentaries
08 July 2020
AXA IM's David Page - UK reaction : Chancellor Sunak spells out fresh fiscal stimulus – more likely necessary
Market commentary
David Page, Head of Macro Research at AXA Investment Managers, comments on Chancellor Sunak’s latest announcement
Read more11 June 2020
US reaction: Fed continues to consider its options, while committing to be in it for "however long it takes"
Market commentary
Policy was unchanged with FFR at 0.0-0.25%, forward guidance remained unchanged and the Fed committed to at least maintain the current pace of asset purchases.
Read more19 May 2020
COVID-19: How a new breed of bonds can help finance the fight
Market commentary
Théo Kotula and Marie Fromaget, Responsible Investment Analysts at AXA Investment Managers, comment on COVID-19 bonds and how this new asset class can help finance the fight against coronavirus
Read more15 May 2020
Outlook for the green bond market looks promising following a compelling start to 2020 in difficult market conditions
Market commentary
Johann Plé, portfolio manager at AXA Investment Managers, comments on the outlook for the green bond market.
Read more30 April 2020
US reaction: FOMC stands ready to do more if necessary
Market commentary
The Fed left monetary policy unchanged after its meeting this month.
Read more09 April 2020
Fed backstops the economy with $2.3trn in measures
Market commentary
David Page, Head of Macro Research at AXA Investment Managers, comments on the recent developments at the US Federal Reserve:
Read more26 March 2020
AXA IM's David Page - UK reaction: Chancellor Sunak completes support with package for self-employed
Market commentary
David Page, Head of Macro Research at AXA Investment Managers, comments on the UK government’s support scheme for the self-employed:
Read more26 March 2020
Congress finally approves $2 trillion stimulus package
Market commentary
David Page, Head of Macro Research at AXA Investment Managers, comments on US Congress’ coronavirus response package: After a couple of weeks of battling, Congress finally agreed on a stimulus packag ...
Read more22 March 2020
Government introduces measures to backstop the labour force
Market commentary
David Page, Head of Macro Research at AXA Investment Managers, comments on the UK’s latest emergency measures announced during the Covid-19 crisis
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