AXA Investment Managers

London, City of, United Kingdom

 

AXA Investment Managers posted a new article in UK Capital Markets & Economics 6 days ago

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David Page - UK reaction: MPC minutes

David Page, Senior Economist at AXA Investment Managers (AXA IM), comments on today’s Monetary Policy Committee (MPC) meetingKey points:* MPC left policy unchanged, with the Committee voting 7-2 in favour of the status quo* Minutes...

David Page, Senior Economist at AXA Investment Managers (AXA IM), comments on today’s Monetary Policy Committee (MPC)...

 

AXA Investment Managers posted a new article in General European Capital Markets & Economics 13 days ago

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Laurent Clavel on today's ECB decision

Laurent Clavel, head of Macro Economic Research at AXA IM comments on today’s ECB decision- As we expected, the ECB remained on hold on 7 September, with no change in rates or non-conventional policy (QE) and unchanged forward guidance...

Laurent Clavel, head of Macro Economic Research at AXA IM comments on today’s ECB decision- As we expected, the ECB...

 

AXA Investment Managers posted a new article in General European Capital Markets & Economics 14 days ago

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ECB decision preview and thoughts on public policy

Laurent Clavel, Head of Macroeconomic Research at AXA Investment Managers (AXA IM), previews the ECB decision and Maxime Alimi, Head of Investment Strategy at AXA IM takes a look at the role of policy makers within this context – is it...

Laurent Clavel, Head of Macroeconomic Research at AXA Investment Managers (AXA IM), previews the ECB decision and...

 

AXA Investment Managers posted a new article in General US Capital Markets and Economics News 14 days ago

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US reaction: September's fiscal furor deferred, but with it fiscal stimulus hopes

David Page, Senior Economist at AXA Investment Managers (AXA IM), comments on the debt deal announced by President Trump yesterday.Key points- A deal announced yesterday will extend the debt ceiling and government funding until 15...

David Page, Senior Economist at AXA Investment Managers (AXA IM), comments on the debt deal announced by President...

 

AXA Investment Managers posted a new article in General US Capital Markets and Economics News 17 days ago

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US reaction: August's seasonal surprise ahead of Harvey distortions

David Page, Senior Economist at AXA Investment Managers (AXA IM), comments on August payrolls report within the context of Harvey.Key points- August’s soft payrolls report was in part a feature of seasonal factors, but earnings...

David Page, Senior Economist at AXA Investment Managers (AXA IM), comments on August payrolls report within the...

 

AXA Investment Managers posted a new article in General US Capital Markets and Economics News about 1 month ago

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US reaction: US Q2 GDP encouraging rebound, but wages disappoint

David Page, Senior Economist at AXA Investment Managers (AXA IM), comments on US Q2 GDP figures and employment cost index.Key points- US GDP growth records 2.6% in Q2, a touch firmer than expectation. Previous years saw modest revision,...

David Page, Senior Economist at AXA Investment Managers (AXA IM), comments on US Q2 GDP figures and employment cost...

 

AXA Investment Managers posted a new article in General US Capital Markets and Economics News about 1 month ago

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Michael Kollo discusses equities vs bonds for wealth generation

Michael Kollo, Chief Research Strategist at AXA IM Rosenberg Equities: Time and patience are the core drivers for wealthWhen planning for retirement, we invest our money with a time horizon in mind and patiently wait, and wonder: will my...

Michael Kollo, Chief Research Strategist at AXA IM Rosenberg Equities: Time and patience are the core drivers for...

 

AXA Investment Managers posted a new article in UK Capital Markets & Economics about 1 month ago

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David Page: GDP disappoints, puts BoE on the back foot

David Page, Senior Economist at AXA Investment Managers (AXA IM), comments on UK Q2 GDP saying that the disappointing data will put Bank of England (BoE) on the back foot.- UK Q2 GDP growth accelerated to 0.3% from 0.2% in Q1, in line...

David Page, Senior Economist at AXA Investment Managers (AXA IM), comments on UK Q2 GDP saying that the disappointing...

 

AXA Investment Managers posted a new article in General Global Capital Markets & Economics about 1 month ago

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Olivier Vietti: Green bonds market development remains strong, Trump impact is limited

Olivier Vietti, Manager of AXA WF Planet Bonds Fund, comments on the current state of the global green bonds market and provides his outlook for H2 2017.Trend in new issuances remains strong – the market is becoming more accessible“The...

Olivier Vietti, Manager of AXA WF Planet Bonds Fund, comments on the current state of the global green bonds market...

 

AXA Investment Managers posted a new article in UK Capital Markets & Economics 2 months ago

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AXA IM's David Page - UK reaction: Downside CPI inflation surprise adds to policy inertia

David Page, Senior Economist at AXA Investment Managers (AXA IM) retains outlook that CPI inflation should peak in Q4 2017, but now questions if this will be above 3.25% as Theresa May suggested.- UK CPI inflation softened to 2.6% in...

David Page, Senior Economist at AXA Investment Managers (AXA IM) retains outlook that CPI inflation should peak in Q4...