macrocast-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’s...

research-The cost of climate change: Action versus inaction

Pricing mitigation efforts and assessing the difficulties of comparison

fixed-income-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...

fixed-income-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...

fixed-income-Why a short duration approach could help unleash the potential of China bonds? _v2

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...

fixed-income-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...

responsible-investment-Carbon offsets: A necessary tool, but only under close scrutiny and precise conditions

Key highlights
To meet the Paris Agreement net zero goals, both emissions reductions and carbon offsetting will play a critical role in delivering a manageable transition.
Reaching net zero will...

responsible-investing-We cannot let the fear of greenwashing impede real change

A recent survey by Quilter found that greenwashing topped a list of investor anxieties about ESG, with 44% concerned that ESG investments fail to match their claims. Meanwhile allegations of...

macro-investment-Fit for 55: A carbon pricing upheaval

Key points
The European Commission (EC) has unveiled a suite of measures, known as ‘Fit for 55’, to help deliver the European Union (EU)’s Green Deal objective of at least a 55% reduction in...

research-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. Within the...

Fixed Income - A short duration ride on Asia’s robust credit wave

The start of vaccine rollouts late last year triggered optimism about a rebound in economies. Yet recovery is clearly uneven, in turn breeding a range of risks from high debt levels impacting...

fixed-income-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...

macrocast-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 Prosperity’ –...

research-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...

Research & Investment Strategy - 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...

responsible investment-Why more nuance is needed in ESG ratings

There is far more scrutiny on a company’s environmental, social and governance (ESG) credentials that an any time in history. Given the potential brand damage from falling short on contentious...

Responsible Investment - 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”...

tomorrow-augmented-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...

responsible-investment-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 – refers...

responsible-investment-Sustainable food: food production that doesn’t cost the Earth

The impact of unsustainable food production has put the planet in a delicate position. But, attitudes are changing, awareness is growing, and new clean technologies are providing the potential for...