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Fixed Income Quarterly Views
Fixed Income Quarterly Views
How the internet and social media have changed the way our minds work
The internet was adopted faster than any major technology in human history.
Earth Overshoot Day: How investors can help move the date
AXA IM experts share their views on how we can reduce the rate at which we consume the planet’s resources, and what the investment implications could be.
July OpEd - Negative Delta
The “delta wave” is impairing the speed of the recovery.
Fit for 55: A carbon pricing upheaval
Exploring ‘Fit for 55’ and challenges to the EU’s climate ambitions
Getting hot?
Worries about the economy overheating appear to have been overdone as the delta variant reminds us that the battle with the pandemic is far from over.
Global Equities Perspectives
Economy and markets: Investor sentiment stays strong
Sisyphus Happy?
We review the latest instalment of the “debt ceiling drama”, the spread of the “delta variant” and the European Central Bank (ECB)’s new forward guidance.
Company earnings calls a year into the crisis: How has the conversation shifted?
Second-quarter earnings transcripts provide insight into where analysts’ attention lies a year into the crisis
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