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Launch of the third AXA IM Research Award, with a focus on the social dimensions of climate change
The call for nominations is now open for this year’s award which will be granted to a researcher exploring solutions to support a fair and inclusive climate t...
A Wall in the BRICS
All major Western central banks now share a common narrative China’s chronic current account surplus is a limit to the extension of the BRICS political projec...
Take Two: Fed keeps interest rates on hold; global GDP growth expected to slow
What do you need to know? The Federal Reserve (Fed) left its benchmark interest rate unchanged at between 5.25% and 5.50% at its meeting last week. While offici...
The macro impact of Generative AI: Learning from previous tech revolutions
Key points: There have been five technological revolutions since the 18th century’s Industrial Revolution. AI looks to be the next Previous waves emerged at a...
At The Top
The ‘Table Mountain’ metaphor for the current monetary policy cycle is interesting. Anyone having visited Cape Town might know that you can ascend the mount...
AXA IM expands its impact equity team with the appointment of Anna Väänänen, Head of AXA IM Listed Impact Equity
AXA Investment Managers (AXA IM) announces the appointment of Anna Väänänen as Head of AXA IM Listed Impact Equity, effective immediately. Based in London, i...
Biofuels and the energy transition: Green sprouts or biowashing?
Key points: Biofuels come from biomass, and as such contain biogenic CO₂, while fossil fuels contain fossil CO₂ As a result, burning biofuels does not incre...
The age of AI and its long-term investment potential
Key points: Technology stocks are dominating equity markets once again chiefly because of the recent rise, and long-term potential, of artificial intelligence M...
Life at the Peak
We expect the BoE after one last hike to join the Fed and the ECB on having reached “peak rates” While the “Table Mountain” trajectory is less damaging...
Take Two: ECB raises interest rates to record high; US inflation rises more than expected
What do you need to know? The European Central Bank (ECB) raised its key benchmark interest rate by 25 basis points to 4%, a record high, and suggested that rat...