Market commentaries

08 April 2019

AXA IM's Macroeconomic Aiews 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.

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:-