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AXA IM Insights HubErfahren Sie hier mehr zur Strategie und den Märkten, sowie aktuellen Trends im Assetmanagement.
27. März 2020
Denial, panic, hope.
We are passing through stages of a global social and economic disaster. The denial of February quickly became the panic of March. Now markets are responding to the massive policy response.
26. März 2020
COVID-19: AXA IM’s market and economic update
The COVID-19 crisis continues to cause significant volatility. This is an exceptional and defining time for the global economy, but policymakers and central banks are taking decisive action to steady ...
26. März 2020
March Investment Strategy - Preparing the recovery
The extension of the covid-19 pandemic is forcing a growing number of countries into “lockdowns”, which will have a very significant impact on economic activity since the worst-hit sectors (restauran ...
25. März 2020
The Evolving Economy: How companies are navigating long-term trends
New technologies and demographic shifts have changed the ways that companies behave, as they seek to take advantage of long-term trends. Many have taken steps to adapt the way they operate, and the g ...
24. März 2020
Multi-Asset Investments views – April 2020 – COVID 19 crisis: we have reduced our exposure to risky assets as short-term risk are high
Reduction of equity positioning in the short term - Virus related slow-down in Q2 and Q3 of 2020 is pushing the global economy into recession. Earnings should fall heavily
20. März 2020
As we all isolate and get used to home video conferences and virtual lunches, there is much to reflect on.
18. März 2020
UK reaction : Chancellor announces next steps in "whatever it takes" strategy
Prime Minister Boris Johnson and Chancellor Rishi Sunak held a joint press conference where a further package of economic support was announced for the economy.
13. März 2020
A view from the markets – Looking for the turn
It is hard to be optimistic when the news is so bad. The virus spread is exponential and market declines are massive. Governments are having to impose emergency powers to deal with the health crisis ...
10. März 2020
How does AXA-IM adapt portfolios to reflect the transition theme?
Electoral support for environmental parties signals a persistent, long term trend.