226 insights found

Iggo's insight

Garland Day

Sentiment in markets has been positively impacted by signs of increased activity where lock-downs are starting to be lifted. This could continue as more restrictions are eased and consumers emerge fr ...

Macro insights

May China & Asian Market Insight: Chinese economy enters the third phase of its COVID-19 recovery

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

Fixed income

High yield: Opportunities on the rise as the fallen angels descend

The hit has been hard, but the sector might have the flexibility (and monetary policy support) to have a decent crisis

Iggo's insight

Something for every view

The future is always unpredictable but when the recent past has been so strange the outlook is even more clouded. That makes investment decision making hard and trying to assess whether markets are a ...

The Evolving Economy

The Evolving Economy: How companies are navigating long-term trends

In this video, find out more about how markets and companies have evolved over time, and how the investment universe is changing as a result.

The Evolving Economy

How COVID-19 might impact the longevity economy

Healthcare has come under the spotlight during the coronavirus pandemic, as the sector is seen as a key part of the solution to global health emergency.

Macro insights

The world’s factory in COVID-19: Can China secure its supply chain kingdom?

The US/China trade war and the COVID-19 pandemic have delivered short-term shocks and left lingering long-term questions unansweredo.

Iggo's insight

Four strands of a medium term view

Recovery momentum in markets has faded in the last couple of weeks.

Multi Asset

COVID-19 and market volatility: How investors can potentially navigate risk

The coronavirus pandemic has created intense volatility in financial markets. Equity indices have swung from record highs in February on early hopes that the health crisis may have peaked, before plu ...