1201 insights found

Fixed income

Fixed Income Quarterly Views

Fixed Income Quarterly Views

The Evolving Economy
7 minute read

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.

Research & Investment Strategy

July OpEd - Negative Delta

The “delta wave” is impairing the speed of the recovery.

Research & Investment Strategy

Fit for 55: A carbon pricing upheaval

Exploring ‘Fit for 55’ and challenges to the EU’s climate ambitions

Iggo's insight

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.

Equities

Global Equities Perspectives

Economy and markets: Investor sentiment stays strong

Macrocast

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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