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October Global Macro Monthly & Investment Strategy - Into the bleak, debt winter
Monthly Op-Ed - Addicted to policies
The real economy is softening faster than we expected.
The increased number of positive COVID-19 cases across Europe has led to some restrictions on social mobility being re-imposed.
Multi-Asset Investment Views - October 2020
In October’s quarterly video, Serge Pizem, Head of Multi-Asset, shares his views on the global market outlook.
COVID-19: Accelerating the energy transition and driving climate-friendly investment opportunities
Global lockdowns have had a positive impact on the environment. But will the crisis help accelerate the transition towards renewable energy, and what might the investment implications be?
No V in earnings
Social distancing seems to be affecting the ability of Premier League defenders to defend. Governments are closing bars and restaurants.
Impact Engagement Principles Delivering on the UN Sustainable Development Goals
AXA IM believes that significant positive societal impact can be generated through listed assets investment strategies.
How governments can respond to the COVID-19 debt surge
A theoretic overview of debt and the possible measures to reduce it
Covid hits WH
The symbolism of President Trump testing positive for coronavirus will not be lost on market participants and economists.