10 May 2019

US reaction: US hikes tariffs as trade policy outlook worsens

Market commentary

The US enacted an increase in tariffs on $200bn of Chinese exports today at 12.01 (EST). The tariff increase reflected the deterioration in ongoing negotiations. However, Chinese Vice Premier Liu He r ...

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06 May 2019

China in a bull shop

Market commentary

Laurent Clavel and Serge Pizem discuss their macroeconomic and asset allocation convictions for May 2019.

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08 April 2019

AXA IM's macroeconomics and asset allocation convictions for April 2019

Market commentary

Laurent Clavel and Serge Pizem discuss their macroeconomic and asset allocation convictions for April.

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29 March 2019

AXA IM's David Page - UK reaction: PM May loses 3rd vote on Withdrawal Agreement

Market commentary

David Page, Senior Economist at AXA Investment Managers, comments on the rejection of the Withdrawal Agreement:

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12 March 2019

David Page, Senior Economist at AXA Investment Managers comments on the latest round of Parliamentary voting on Brexit

Market commentary

UK reaction: Take 2 - take that! (EU deal rejected by 149 votes)

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06 March 2019

AXA IM's Macroeconomics and Asset Allocation Convictions for March 2019

Market commentary

Laurent Clavel and Serge Pizem discuss their macroeconomic and asset allocation convictions for March.

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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.

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