480 insights found

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 building ...

Macro insights

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 Prosperit ...

Iggo's insight

A modest interest rate cycle cometh…maybe

Central bankers have set out how they want to “normalise” monetary policy for some time.

Responsible investment

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 for ...

Responsible investment

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

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

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 ...

Iggo's insight

4,000 buses coming

The green borrowing strategy of the UK government kicks off soon with the sale of the first green gilt

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 access ...

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 ch ...