Market commentaries
09 January 2018
AXA IM Rosenberg Equities on volatility: It’s oh so quiet, it’s oh so still...
Market commentary
Did you hear the one about the portfolio and the low market volatility? You did? That’s probably because markets have been quiet recently…eerily quiet.
Read more08 December 2017
David Page - UK reaction: Breakthrough - "Sufficient progress"
Market commentary
David Page, Senior Economist at AXA Investment Managers (AXA IM) comments on this morning’s press conference held by UK Prime Minister Theresa May and EU Commission Head Jean Claude Juncker.
Read more23 November 2017
David Page, UK Budget reaction
Market commentary
“The key question is whether this will provide a boost to the economy. To our minds, targeted infrastructure spending is welcome against a background of weak productivity growth. We can also see multi ...
Read more23 November 2017
UN Sustainable Development Goals open the door to more impact investing
Market commentary
Matt Christensen discusses how the UN SDGs are paving the way to more impact investing particularly in public equities?
Read more15 November 2017
David Page - UK reaction: Labour market - employment and unemployment fall in tight labour market
Market commentary
David Page, Senior Economist at AXA Investment Managers (AXA IM) comments on today’s employment figures:
Read more15 November 2017
Aidan Yao on China: 2017 Q4 outlook
Market commentary
Aidan Yao, Senior Emerging Asia Economist at AXA Investment Managers (AXA IM), discusses the 2017 Q4 outlook for China.
Read more14 November 2017
UK reaction: CPI inflation - Bank escapes writing a letter
Market commentary
David Page, Senior Economist at AXA Investment Managers (AXA IM) comments on this morning’s UK inflation figures.
Read more02 November 2017
UK reaction: BoE raises Bank Rate for first time in a decade, suggests more to come
Market commentary
Today’s Bank of England (BoE) meeting
Read more30 October 2017
David Page and Nicolas Trindade: Will it be a trick or treat at the Fed's next meeting?
Market commentary
Will it be a trick or treat at the Fed's next meeting?
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