Insights Hub
486 insights found
Second lock
The increased number of positive COVID-19 cases across Europe has led to some restrictions on social mobility being re-imposed.
COVID-19: Accelerating the energy transition and driving climate-friendly investment opportunities
Global lockdowns have had a positive impact on the environment. But will the crisis help accelerate the transition towards renewable energy, and what might the investment implications be?
No V in earnings
Social distancing seems to be affecting the ability of Premier League defenders to defend. Governments are closing bars and restaurants.
Impact Engagement Principles Delivering on the UN Sustainable Development Goals
AXA IM believes that significant positive societal impact can be generated through listed assets investment strategies.
Covid hits WH
The symbolism of President Trump testing positive for coronavirus will not be lost on market participants and economists.
Six months home
The last six months have seen amazing returns from financial markets.
September Global Macro Monthly & Investment Strategy - Biden his time
The US has seen fewer new virus cases since its summer peak, but the virus is rising sharply in some European countries and across emerging markets more broadly
The world’s factory in COVID-19: Can China secure its supply chain kingdom?
The Chinese economy has faced dramatic challenges over the past two years. The US/China trade war and the COVID-19 pandemic have delivered short-term shocks and left lingering long-term questions una ...
Word Up
Risk-free yields and curves are range-bound and will remain so as central banks strengthen their resolve to encourage a rise in inflation.
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