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.
From niche to norm: why investors should consider thematics in their portfolios
The spotlight on popular themes offering a route to more reliable investment returns seems to be sharper than ever before.
Can ESG screening provide a buffer for fixed income investors?
The unprecedented monetary and fiscal stimulus put in place by governments and policymakers worldwide has supported bond markets for much of 2020 and 2021, but fixed income investors have faced chall ...
July OpEd - Negative Delta
The “delta wave” is impairing the speed of the recovery. Still, the impact of each wave on economic activity has been lower than the previous one. The same pattern is likely to be found this time.
AXA IM Talk on Asia & China Market: Why China is still the world’s factory, and upgraded
This month AXA IM’s Emerging Asia Economist, Shirley Shen, shares her latest research and insights on how China manages to upgrade its supply chain status against both trade war and the pandemic.
A thematic touch: Transforming portfolios with sustainable technology
Technology-driven innovation is one of the most viable ways to tackle the world’s environmental and societal challenges, while at the same time delivering a positive impact on investment portfolios.
Unpacking Made in China
China’s status as the world’s factory and top exporter has come under intense pressure from the Sino-US trade war and a global pandemic that has disrupted supply chains
China green bonds: Seeking harmonisation in a sector that could boost the climate change fight
As part of AXA IM’s commitment to fighting climate change, we aim to be a leading investor in the green bond market. We have already put to work more than €10bn in green bonds and we want to continu ...
The market takes up the challenge of the SFDR
The EU Sustainable Financial Disclosure Regulation (SFDR), which has just entered into force, is a watershed for sustainable finance. Initial data shows that the market has issued a prompt response t ...
Are we at an inflection point for technology growth?
Technology has attracted a lot of attention this year, with higher interest drawing some concern over valuations. While semiconductor shortages have highlighted the world’s dependence on technology, ...
Alzheimer's breakthrough could drive a new wave of biotech innovation and investment
The accelerated approval of the first new Alzheimer's treatment in almost two decades looks set to be a potential game changer for the biotechnology sector.
Did 2020 deliver a premium for the top ESG equities?
There is no shortage of studies highlighting that investors increasingly want their portfolios to be not only financially rewarding but also responsible. It appears that not even the dramatic events ...
Central bank digital currencies, reserve currencies and geopolitics
When it comes to central bank digital currencies (CBDCs), the focus of market participants and regulators – especially in the banking industry - is mainly associated with their disruptive natu ...