Market commentaries

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

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.