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German elections: The post-Merkel era
A guide to German elections and coalition negotiations Key points Germany will vote on 26 September to elect representatives to the Bundestag – the federal pa
September OpEd - Unfortunate Combination
Key points The world economy is dealing with a nasty delta variant wave in the US, an inflation spike hurting purchasing power, supply-side disruptions impairin
September Global Macro Monthly - Supply constraints add to inflation angst
Key points The EU’s “Fit for 55” programme is a suite of measures to deliver a 55% reduction in GHG emissions by 2030. It includes the Emissions Trading S
Thinking beyond financial objectives when building an investment strategy
The IPCC’s 2021 report on global warming delivered a stark message on the pace and extent of climate change. The near 4,000-page analysis labelled humanity’
Why Now for the Clean Economy?
2020 marked a pivotal year for many businesses within the clean economy investment universe. We have seen a clear shift among both corporates and consumers in t
How the world’s new megacities could present opportunities for investors
Presently more than half the world’s population, at 55%, lives in cities, up from just 30% in 1950. However by 2050, this figure is expected to soar to 70% -&
Dosage Adjustment
Key points: China is slowing down, but it has ample policy space to re-start Uncertainty continues to mount on the next steps for Biden’s fiscal plans ECB com
Why responsible investing is good for people and the planet
Investment managers are increasing their focus on environmental, social and governance (ESG) issues and playing a critical role in the transition to a low carbo
Macrocast Podcast #18: Wind of change?
Macrocast, with Gilles Moëc Every month Gilles Moëc, AXA Group Chief Economist and AXA IM Head of Research will welcome a special guest to deep dive into
EM titans: How China and India are driving growth for fixed income investors
Changes in domestic consumption patterns in emerging markets and the rise of the middle class are likely to see a huge shift in economic power away from advance