395 insights found

Iggo's insight

Spring unleashed

The vaccination roll-out appears to be providing some breathing space for markets and society as a whole in countries that have been able to achieve a fairly high level of coverage.

Responsible investment

Why COVID-19 could be a tipping point for sustainable investing

Growing demand for a more sustainable approach to investing in recent years has increasingly made environmental, social and governance - or ESG – issues a mainstream investment topic. There ha ...

Responsible investment

Why less carbon means stronger growth for the global economy

As long-term investors, we always need to have an eye on sustainability – sustainability of business models, of earnings growth and the ability to manage risk.

Responsible investment

Responsible investing, sustainability and ESG: Debunking the myths

The socioeconomic impact of 2020’s coronavirus pandemic has been gargantuan. But the watershed year has galvanised governments, policymakers and individuals in terms of taking greater action, to ensu ...

Responsible investment

ESG essentials: clearing the mist of sustainable investing

The surge in investor appetite for sustainable themes suggests a more mainstream and longer-term role for environmental, social and governance (ESG) factors in Asian investors’ portfolios.

Responsible investment

Sustainable diets: A new theme on the menu for investors?

The shift towards a more sustainable diet continued throughout 2020, illustrated by a ramp up in targets for emissions and food waste from a number of leading players in the food industry.

Responsible investment

Net Zero Emissions through investments: Road testing a pilot for intermediary target setting

Climate change is providing challenges for investors in every corner of financial markets. Perhaps the most fundamental of these lies in understanding how our portfolios align with the global goals d ...

Monthly Investment strategy

March Op-Ed: Who can resist market contagion?

US long-term yields should continue to rise in the near-term as inflation is likely to rise, a least transitorily. Europe is fighting contagion. Fragile EMs are in the worst position are being forced ...

Macro insights

AXA IM Talk on Asia & China Market: Decoding China’s ambitious path to ‘Net-Zero’

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