AXA IM Insights Hub

Erfahren Sie hier mehr zur Strategie und den Märkten, sowie aktuellen Trends im Assetmanagement.

689 insights found

Iggo's insight

A token price

Part of the crypto finance infrastructure went public this week by issuing traditional equity on a traditional exchange to raise traditional dollars.

Research & Investment Strategy

Bank of Japan: Assessing the outcome of its strategic review

The Bank of Japan kept the status quo at its March monetary policy meeting but the market’s attention was on its policy review

The Evolving Economy

Why green energy is nowhere near bubble territory

Rising valuations for clean energy companies highlights the importance of fundamental analysis and a considered view

Iggo's insight

Spring unleashed

The vaccination roll-out appears to be providing some breathing space for markets and society as a whole in countries that have been able to achieve a fairly high level of coverage.

Research & Investment Strategy

China: Decarbonizing the economy

Gauging the economic impact of China’s transition to ‘net zero’

Research & Investment Strategy

Global Imbalances Redux ?

We don’t think Europe can easily emulate the US and engage in a massive fiscal stimulus. More emerging countries are hitting the limits of their policy space.

The Evolving Economy

What impact could robotic surgery have on the future of healthcare?

Technological advancements have seen the application of surgical robots broaden over time to include general surgery and delicate operations

Research & Investment Strategy

March Global Macro Monthly - The great rate debate

Growth rebounds remain virus and vaccine dependent. The outlook is solid in US and good in the UK

Research & Investment Strategy

March Op-Ed - Who can resist market contagion?

US long-term yields should continue to rise in the near-term as inflation is likely to rise, a least transitorily.