AXA Investment Managers

London, City of, United Kingdom

 

AXA Investment Managers posted a new article in General Global Capital Markets & Economic News 4 days ago

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Iggo's insight: a view from the bond market - commentary from Chris Iggo, AXA IM - Boring, expensive and reliable

Bond yields have failed to rise in line with expectations. Taking a long-term view it’s not hard to see why. To get the sort of bond yields that many commentators think we should have requires global nominal growth to reverse its...

Bond yields have failed to rise in line with expectations. Taking a long-term view it’s not hard to see why. To get...

 

AXA Investment Managers posted a new article in Asia Pacific Capital Markets & Economic News 6 days ago

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Market Thinking - a view from the equity market - commentary from Mark Tinker, AXA IM

- What might seem an ‘old’ story to us in Asia - China’s One Belt One Road initiative is clearly a new story to many people around the world following the Summit last week.- Competitive response from Japan and India suggests the positive...

- What might seem an ‘old’ story to us in Asia - China’s One Belt One Road initiative is clearly a new story to many...

 

AXA Investment Managers posted a new article in Asia Pacific Capital Markets & Economic News 11 days ago

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AXA IM's Aidan Yao discusses the challenges Moon Jae-in faces after winning the South Korean presidential election

Aidan Yao, Senior Emerging Asia Economist at AXA Investment Managers (AXA IM), discusses the challenges Moon Jae-in faces after winning the presidential election:- Election result confirmed Moon Jae-in as the 19th president of South...

Aidan Yao, Senior Emerging Asia Economist at AXA Investment Managers (AXA IM), discusses the challenges Moon Jae-in...

 

AXA Investment Managers posted a new article in UK Capital Markets & Economic News 11 days ago

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AXA IM's David Page: UK reaction - BoE Inflation Outlook - Rosier forecasts fail to impress markets

David Page, Senior Economist at AXA Investment Managers (AXA IM) comments on today’s Bank of England (BoE) meeting concluding that the rosier forecast seems to fail to impress markets.Key points- BoE leaves policy unchanged, Bank Rate at...

David Page, Senior Economist at AXA Investment Managers (AXA IM) comments on today’s Bank of England (BoE) meeting...

 

AXA Investment Managers posted a new article in China Capital Markets & Economic News 11 days ago

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AXA IM's Aidan Yao discusses shadow banking reforms in China

Aidan Yao, Senior Emerging Asia Economist at AXA Investment Managers (AXA IM), discusses shadow banking reforms implemented by People’s Bank of China (PBoC) and the key issues related to these in detail.Key pointsFollowing the PBoC’s...

Aidan Yao, Senior Emerging Asia Economist at AXA Investment Managers (AXA IM), discusses shadow banking reforms...

 

AXA Investment Managers posted a new article in General Global Capital Markets & Economic News 12 days ago

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Market Thinking - a view from the equity market - commentary from Mark Tinker, AXA IM

- The reduction in European political risk is driving a rotation into the last of the consensus shorts from the beginning of the year, with another one (emerging markets) as a likely source of cash having had a tremendous start to the...

- The reduction in European political risk is driving a rotation into the last of the consensus shorts from the...

 

AXA Investment Managers posted a new article in France Capital Markets & Economic News 14 days ago

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French Election - Macron wins: AXA Investment Managers' analysis

Emmanuel Macron has been elected as France’s next president following a decisive win over far-right candidate Marine Le Pen.Below our experts give their views on the result. What happenedIn an outcome consistent with recent polls, albeit...

Emmanuel Macron has been elected as France’s next president following a decisive win over far-right candidate Marine...

 

AXA Investment Managers posted a new article in France Capital Markets & Economic News 15 days ago

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AXA IM's Laurence Boone comments on the French Presidential election

Laurence Boone, Head of Research & Investment Strategy at AXA Investment Managers (AXA IM), comments on the results this evening from the second round of the French Presidential election:- The second round results, like the first...

Laurence Boone, Head of Research & Investment Strategy at AXA Investment Managers (AXA IM), comments on the...

 

AXA Investment Managers posted a new article in General US Capital Markets and Economics News 18 days ago

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AXA IM's David Page: US payrolls add to Fed determination, despite softer pay

David Page, Senior Economist at AXA Investment Managers (AXA IM), discusses the US payrolls data concluding that this should add to the Federal Reserve’s (Fed) fears of an undershoot of the longer-term unemployment rate as well as...

David Page, Senior Economist at AXA Investment Managers (AXA IM), discusses the US payrolls data concluding that this...

 

AXA Investment Managers posted a new article in UK Capital Markets & Economic News 18 days ago

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Iggo's insight: a view from the bond market - commentary from Chris Iggo, AXA IM - Open and Free

Brexit is the key issue for the British election. The UK is leaving the European Union but the terms of divorce are still to be argued over. The importance of the election is that it delivers a British government with a strong enough...

Brexit is the key issue for the British election. The UK is leaving the European Union but the terms of divorce are...