Market commentaries

11 June 2019

AXA Investment Managers calls for new “transition bonds” to help companies go green

Press Release

Green bond market needs a new “transition” bond to allow carbon intensive companies to finance their gradual shift away from fossil fuels, AXA Investment Managers has said.

29 May 2019

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

Market commentary

Risks are rising this month Laurent Clavel and Serge Pizem discuss their macroeconomic and asset allocation convictions for June 2019.

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 ...

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.

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.

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:

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)

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.

30 January 2019

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

Market commentary