Fixed Income-COVID-19 has shaken up high yield and put opportunities on the table

Preview COVID-19 has shaken up high yield and put opportunities on the table ...

Tomorrow Augmented-Can Electric Vehicles (EVs) Help Drive a Green Recovery?

Preview Can Electric Vehicles (EVs) Help Drive a Green Recovery? ...

Fixed Income-Why short duration Asian bonds could be a flexible and well-timed play on market uncertainty?

Why short duration Asian bonds could be a flexible and well-timed play on market uncertainty? ...

Preserving Made in China in deglobalisation

Preserving “Made in China” in deglobalisation ...

Why inflation-linked bonds could offer value in the post-COVID-19 environment

Why inflation-linked bonds could offer value in the post-COVID-19 environment ...

Tomorrow Augmented How machine-learning can speed up diagnosis and treatment

How machine-learning can speed up diagnosis and treatment ...

Tomorrow Augmented Robotics and Fintech: Shaping Asia’s Future

Robotics and Fintech: Shaping Asia’s Future ...

Unconstrained fixed income: Harnessing the diversity of the universe

Fixed income as an asset class goes well beyond notions of low risk and low return. Today’s global fixed income universe comprises a broad spectrum of sub-classes with the potential to deliver...

Designing a fixed income strategy for both resilience and recovery

In crisis phases investors expect their bond allocation to provide a degree of portfolio protection, but there’s more to fixed income than that

We must not sacrifice the environmental crisis just to resolve an economic one

Both economic growth and decarbonisation can be fostered from the current crisis, argues Gilles Moëc, chief economist at AXA Investment Managers
Governments should beware sacrificing global...

Inflation-linked bonds vs gold – why move away from the bullion?

When times are tough, markets volatile and unpredictable, gold is an investment many investors flock to. It is seen as a safe-haven investment – it is the metal we fall back on when other forms of...

What is the impact of QE and ultra-low monetary policy on inflation-linked bonds?

As the world was expecting to see a return to higher interest rates and an eventual end to quantitative easing (QE) across several economies only two years ago, it is finding itself in an...

What impact will COVID-19 have on inflation? The AXA IM Outlook

The coronavirus outbreak has undoubtedly had a large impact on economies across the globe. Already by May this year, we have seen the first drastic falls in national gross domestic product (GDP) in...

Is inflation dead?

Inflation has been suppressed in a number of developed countries for decades. Hence you often hear the claim that, at least in major economies, inflation is dead. But is that really true?

August China & Asian Market Insight: China’s recovery continues but household remains sluggish

AXA IM’s Senior Emerging Asia Economist, Aidan Yao, shares his latest macro views on China and Asian Market every month.

Tomorrow Augmented The future of autonomous vehicles: China in the driving seat

The future of autonomous vehicles: China in the driving seat ...

COVID-19: Why 2020 is not 2008 – the fund manager view

As we consider how the world will recover from COVID-19, it is vital that we remain aware of how this crisis is very different in nature to the market shock of 2008/2009 and understand how this...

Tomorrow Augmented China tackles the dirty work of finance

Beijing is scrubbing up. Late last week, the central bank excluded so-called clean coal from a draft list of projects eligible for green bonds. It’s a significant move that puts the world’s...

Tomorrow Augmented Social climbing: ESG investors get their heads around social risks

Covid-19 has brought out the best and the worst of the corporate world. Carmakers are producing ventilators, and consumer firms are making hand-cleaning gels. Some others, though, have drawn...

Short Duration: Picking up yield and minimising risk in an uncertain world

At the height of the market crisis in March, we saw a highly unusual ‘bear flattening’ of the credit curve