Our 2020 Active Ownership and Stewardship report is now available
Our 2020 report details our engagement and voting activity in a year marked by the COVID-19 pandemic. It also sets out some of our priorities for 2021 as we seek to help businesses and countries take on the climate challenge.
Macroeconomic Outlook 2021: 21, It Was A Very Good Year
So said Frank Sinatra, but do our experts agree that 2021 and beyond will be “good years”? In this 2021 outlook we discuss our macroeconomic forecasts and investment outlooks for the coming year.
How the Digital Economy has been supporting life in lockdown?
In a world with increasing online connectivity, how does a typical life in London look like during lockdown, when compared to one in Hong Kong or Singapore?
What is the Evolving Economy?
The Evolving Economy is all about identifying companies that are tapping into multi-decade demographic and technological changes, regardless of their region or sector classifications.
Welcome to AXA Investment Managers
As a global asset manager, AXA Investment Managers believes that investment can make tomorrow a better place.
It enables growth, drives innovation and helps people achieve their goals. It’s about helping our clients
make the right investment decisions, while creating a positive change for the world we live in.
AXA Investment Managers (AXA IM) is a subsidiary of the AXA Group.
In Asia, we have been offering asset management expertise to clients since 1998. We are a stable and trustworthy partner that
offers a comprehensive range of investment solutions to facilitate the growth objectives of our institutional and fund distribution clients.
AXA IM takes an active, long term and responsible approach to investment. Find out more about these key investment principles driving our business.
AXA IM is an active, long-term, global asset manager with expertise across the asset class spectrum.
The Insights Hub provides access to our latest thinking and research on everything from the megatrends changing the world, to the macro moves making the markets tick.
China investment outlook – what next for the world’s second-largest economy?
China’s lucrative property sector is under close scrutiny, with one of its biggest developers currently feeling the pressure. The People’s Bank of China has stepped up – but beyond the country ...
Inflation: Transitory for longer
Increasing consumer demand, raw material shortages and prolonged supply chain disruptions have conspired to ensure inflation remains abnormally elevated, but we still believe this backdrop will ultim ...
Why a short duration approach could help unleash the potential of China bonds?
In this video, our head of Asian fixed income, Jim Veneau, addresses a few key questions when it comes to China’s bond market, and explains why a short duration approach could be beneficial when navi ...
EM titans: How China and India are driving growth for fixed income investors
Changes in domestic consumption patterns in emerging markets and the rise of the middle class are likely to see a huge shift in economic power away from advanced economies - and Asia is expected to b ...
Asia: “Made in Vietnam” Understanding the rise of Vietnam as an export powerhouse
One of the most dramatic economic developments of recent decades has been the integration of emerging market countries (EM) in Asia – defined here as Asia ex-China – into global trade. ...
How the world’s new megacities could present opportunities for investors
Presently more than half the world’s population, at 55%, lives in cities, up from just 30% in 1950. However by 2050, this figure is expected to soar to 70% - which translates to an estimated 2.5 bil ...
Decoding China’s regulatory paradigm shift-Understanding the implications of pursuing ‘common prosperity
Sweeping regulatory changes in China have caught markets off guard lately and prompted confusion about Beijing’s intention behind actions that seemingly contradict its long-term strategy of building ...
AXA IM Talk on Asia & China Market: What to make of China’s ‘Common Prosperity’ push?
In this month’s video, our Senior Emerging Asia Economist Aidan Yao will walk you through the fundamental drive behind China’s recent regulatory storm – the strategy shift to ‘Common Prosperit ...
September OpEd-Unfortunate Combination
Outside Europe, which has started to emerge later than China and the US from the massive GDP loss of 2020, the dataflow is pointing to a significantly slower pace of recovery. This was always going t ...
Thinking beyond financial objectives when building an investment strategy
The IPCC’s 2021 report on global warming delivered a stark message on the pace and extent of climate change. The near 4,000-page analysis labelled humanity’s effect on climate change “unequivocal” an ...
Biden’s Electric-Vehicle Target Is All About the Drive
A certain school of thought holds long-term targets as meaningless, as the people making them will no longer be in their job by the time they are proved right or wrong. That’s especially the case for ...
Using clean technology to tackle growing electronic waste
The plight caused by plastics has been dominating headlines, but there is another waste management issue that has been silently growing. Electronic waste – more commonly known as e-waste ...