Research-Outlook 2021: China – Back to normal

Normalising virus conditions, official policies and the natural economy will shape the 2021-2022 outlook

Research-Outlook 2021: Asia ex. China – a two-speed recovery

Growth recovery for Asian countries will depend on their pandemic containment and economic exposure

Responsible Investment-COVID-19: Accelerating the energy transition and driving climate-friendly investment opportunities

The decade of transition got off to a start nobody could have predicted – or wanted. Less than year into the 2020s, the world is reeling from the shock of COVID-19, a pandemic which has taken both...

Market Thinking-What experience tells us about investing and risk

Personal experience goes a long way in influencing our behaviours, especially if those experiences are engrained over a long period of time.

Tomorrow Augmented-The post-COVID-19 economy: Joseph Stiglitz in conversation with AXA IM

Nobel prize winning economist Professor Joseph Stiglitz joined some of AXA IM’s senior investment professionals to discuss the post-COVID-19 outlook for the economy, financial markets, and the...

Tomorrow Augmented - How the world can build back better: Prof. Joseph Stiglitz on the post-pandemic recovery

Nobel prize winning economist Joseph Stiglitz shared his views on the COVID-19 recovery path, the future of the global economy and financial markets with AXA IM clients in October.

Tomorrow Augmented-Biotech and the battle to beat COVID-19

A year ago, SARS-CoV-2, the virus responsible for the disease COVID-19, was unheard of. Today it dominates our daily lives. Its impact is unparalleled, having caused unprecedented levels of...

Tomorrow Augmented-COVID-19: Accelerating the energy transition and driving climate-friendly investment opportunities

The decade of transition got off to a start nobody could have predicted – or wanted. Less than year into the 2020s, the world is reeling from the shock of COVID-19, a pandemic which has taken both...

Tomorrow Augmented Robotics and Fintech: Shaping Asia’s Future

Asia's growing population, expanding economy and its new found place at the forefront of digital innovation is causing the global economy to tilt ever more eastward. Singapore sits at the heart of...

Fixed Income-Short duration bonds to the rescue?

Already low yields have collapsed further this year as central banks act to support the global economy

Research-A Biden victory: First thoughts on what it could mean for Asian investors

We think a Biden presidency will lead to some tactical changes in America’s China policies, although the overall competitive nature in the relationship is unlikely to change. We expect to see a...

Tomorrow Augmented-Infographics: Singles Day - China’s biggest e-commerce phenomenon

Infographics: Singles Day - China’s biggest e-commerce phenomenon ...

Fixed income-Do inflation-linked bonds need high inflation

Governments and central banks have pursued extraordinary measures to help support the global economy over 2020, raising concerns that too much stimulus will result in higher inflation. However,...

Tomorrow Augmented-How has the pandemic impacted the outlook for robotics?

There are now 2.7m industrial robots operating in factories worldwide. This marks a new record, and a significant 85% increase over the five years to 2019, according to the International Federation...

research-October Op-Ed: Addicted to policies

The real economy is softening faster than we expected. More stimulus is warranted but politics is getting in the way, while in EM countries dealing with poor fundamentals pre-Covid are getting...

Macrocast-Oct China & Asian Market Insight: “First in first out” - China’s economy continues to lead the global recovery

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

Tomorrow Augmented-Data & Enablers: Behind the scenes of big brands’ digital transformations

With many new businesses adopting a digital-first strategy, big brands are increasingly digitalising their business models to keep pace with changing technologies and consumer demand

Responsible Investment-An evolving process: Understanding ESG challenges and opportunities in Asian credit

Home to some of the world’s pre-eminent economic growth engines, Asia’s credit market is gaining increasing traction from global investors - as is its addressing of environmental, social and...

Tomorrow Augmented-Directed sales: The world’s leading brands jump on the direct-selling bandwagon

SELLING DIRECTLY to consumers used to be the preserve of upstart brands that would otherwise have been crowded off shop shelves by larger rivals. By cutting out retailers, young firms have won...

Tomorrow Augmented-Price is no longer an obstacle to clean power

As the harm from climate change becomes increasingly manifest, there is some good news: The estimated cost of reducing carbon emissions is falling rapidly. One dramatic example is an analysis by...