Insights

7 minute read

How the internet and social media have changed the way our minds work

The internet was adopted faster than any major technology in human history.

Delta negativo

La diffusione della variante Delta sta rallentando la ripresa. Gli effetti di ogni nuova ondata del virus sull’attività economica sembrano minori rispetto alla precedente

Fit for 55: A carbon pricing upheaval

Exploring ‘Fit for 55’ and challenges to the EU’s climate ambitions

Surriscaldamento?

I timori di un surriscaldamento dell’economia sembrano ora eccessivi, mentre la variante Delta ci ricorda che la lotta contro la pandemia non è ancora finita.

Can ESG screening provide a buffer for fixed income investors?

The unprecedented monetary and fiscal stimulus put in place by governments and policymakers worldwide has supported bond markets for much of 2020 and 2021, but fixed income investors have faced chall ...

Tomorrow Augmented

La tassonomia per investire in modo sostenibile

Al centro del Piano d'azione dell'Unione europea sulla finanza sostenibile, la tassonomia (classificazione) delle attività economiche sostenibili è destinata a giocare un ruolo centrale in fu ...

July global Macro Monthly - Clouds darken Summer re-opening

COVID-19 again haunts markets – the delta strain gains.

AXA IM’s Impact Investing strategy acquires ClimateSeed

Tomorrow Augmented

Digitali, etici, pragmatici: 10 cose da sapere sui giovani della Generazione Z

Composta esclusivamente da nativi digitali, la Generazione Z è già la più numerosa del mondo. All’inizio del prossimo decennio controllerà il 27% dei consumi, diventando il perno dell’economia global ...

Tomorrow Augmented

Come Internet e i social hanno modificato il funzionamento del nostro cervello

Ogni giorno oltre quattro miliardi e mezzo di persone si collegano a una Rete che trent’anni fa era semisconosciuta. Il trionfo del digitale ha cambiato volto non solo a economia e società, ma anche ...

What you need to know about the IBOR transition

What is IBOR transition and how is AXA IM approaching it? What is IBOR transition and how is AXA IM approaching it? What is IBOR transition and how is AXA IM approaching it? What is IBOR transition ...

Unpacking Made in China

China’s status as the world’s factory and top exporter has come under intense pressure from the Sino-US trade war and a global pandemic that has disrupted supply chains

AXA IM appoints Frédéric Clément as Global Head of Human Resources

AXA World Funds - convocazione assamblea generale 2021

The market takes up the challenge of the SFDR

The EU Sustainable Financial Disclosure Regulation (SFDR), which has just entered into force, is a watershed for sustainable finance.

Measuring the effect of ¬ diversification into foreign credit

The challenges for investors from the insurance sector are clear, but the solutions sometimes less so.

China green bonds: Seeking harmonisation in a sector that could boost the climate change fight

As part of AXA IM’s commitment to fighting climate change, we aim to be a leading investor in the green bond market.

Engagement is not something which happens over night

Active ownership is about using your rights and influence as an investor to engage investee companies in a productive dialogue and driving change that can make a tangible difference.

10 minute read

Value returns: Bringing the “multi” back to multi-factor

Long-suffering factor investors may only be willing to whisper it, but the data say it loud and clear: value is back.

Abbondanza ovunque

La fiducia degli investitori, in questo momento, riflette le notizie economiche positive e i fattori tecnici sui mercati. I tassi di interesse sembrano gestibili e i rischi non eccessivamente allarma ...