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Post-COVID-19, innovation in healthcare is here to stay
As the coronavirus pandemic has developed, we have been inspired by the coordinated response of healthcare providers, diagnostic testing companies and the biopharmaceutical industry.
How COVID-19 has accelerated trends in the digital economy
Many companies at the centre of the digital economy have been well-placed to support life under lockdown
Semiconductors: The brain enabling technology shifts
The semiconductor industry has enjoyed significant growth in the digital age - a trend expected to continue
Multi-Asset Investments Views - June 2020 - The speed and shape of the recovery
Macrocast Podcast #9 - Hamilton has not sung yet
Every Monday, Gilles Moec, AXA Group Chief Economist and AXA IM Head of Research, shares his views on how international events are impacting financial markets.
Global Factor Views
Despite Covid-19 lockdowns being eased in many countries, the crisis continues to hinder global economic activity. Authorities across the world have mounted a significant response using a combination ...
May investment strategy - Economies begin to emerge
The speed of the post lockdown recovery will be partly dependent on how the “saving overhang” is spent.
Something for every view
The future is always unpredictable but when the recent past has been so strange the outlook is even more clouded. That makes investment decision making hard and trying to assess whether markets are a ...
Multi-Asset Investments Views - May 2020 - COVID 19 crisis: glimmers of hope within the grim reality
Positive on Credit – Unprecedented support from both fiscal and monetary authorities should help to ease valuation and liquidity concerns