450 insights found
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 ...
COVID-19: Has your workplace changed forever?
The COVID-19 crisis threatens long-lasting changes to the way we work. It is affecting employees and employers everywhere.
Global Factor Views
Despite Covid-19 lockdowns being eased in many countries, the crisis continues to hinder global economic activity. Authorities across the world have mounted a significant response using a combination ...
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
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 ...
May investment strategy - Economies begin to emerge
The speed of the post lockdown recovery will be partly dependent on how the “saving overhang” is spent.
Four strands of a medium term view
Recovery momentum in markets has faded in the last couple of weeks.
COVID-19 Impact: AXA IM’s macroeconomic and investment strategy update – lifting the lockdown
The COVID-19 crisis continues to cause significant volatility.
COVID-19: How a new breed of bonds can help finance the fight
The battle against the COVID-19 pandemic will incur a huge cost to the global economy.