Rosenberg equities - Company earnings calls a year into the crisis

Natural language processing allows us to follow the arc of investors’ and executives’ attention through analysing the words they use when they meet. In our paper The Language of a crisis in April...

COP 26: Hitting net zero

In the first of a series of responsible investing webinars, Nigel Topping, the UN High Level Climate Action Champion, COP26, shared his views on the role of the finance sector in the path to net...

Fixed Income - 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...

Equities - 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.

Equities-Thematic investing set to transform asset management?

This research report has been written by Broadridge, a global Fintech leader providing a wide range of solutions for the financial services industry and businesses, including data and analytics...

Research-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.

Macrocast-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.

Market Thinking-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.

Research-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

Responsible Investment-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...

Responsible Investment-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...

Tomorrow Augmented-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...

Tomorrow Augmented-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.

Fixed Income-Capturing the ‘demographic dividend’ in emerging market debt

Due to advances in medicine and greater knowledge of how factors such as nutrition impact health, people can look forward to longer lives. Overall, the average population age at a global level is...

Fixed Income in COVID-19: Adapting to protracted low interest rates

The COVID-19 pandemic has widened several fault lines that existed before the crisis struck. Income inequality, big power geopolitical tensions, and the separation of financial markets from the...

Responsible Investment-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...

research-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 nature....

Macrocast-H2 2021 Asia and China Outlook - Media Briefing Highlights (with playback)

AXA Investment Managers (AXA IM) observes that as the global economy emerges from the pandemic, it is buoyed by strong economic growth but must also confront the accompanying inflationary...

Evolving Economy-How has e-commerce shaped the logistics real estate space?

The e-commerce boom has left many retailers needing to rethink the structure of their supply chains to meet consumers’ expectations

Tomorrow Augmented-A wake up call for the energy sector? The IEA’s path to net zero

The energy industry lies at the centre of any attempt to deliver on the goals of the Paris Agreement on climate change. Huge changes in production and consumption are required if the world is to...