Insights Hub
359 insights found
16 September 2019
ECB cuts rates, Fed expected to follow; Brexit political drama continues and oil prices spike
The US Federal Reserve’s interest rate announcement and press conference on Wednesday evening will dominate financial markets’ focus this week. We remain of the view that the Fed will ease monetary p ...
13 September 2019
Summer's Gone
The ECB has cemented low rates for a long time and it will also resume buying bonds. Can yields rise substantially in that environment? I suspect that bond yields remain low, even if they don’t plumb ...
11 September 2019
Biodiversity crisis: The role of investors in resolving species extinction - Part 2
AXA IM is set to start a biodiversity engagement programme with investee companies across several sectors, to better understand how such firms take this issue into account.
11 September 2019
Biodiversity crisis: The role of investors in resolving species extinction - Part 1
We assess how investors are impacted by the practices of investee companies – in terms of those which cause biodiversity loss and others which are harmed by it.
10 September 2019
Climate scenario analysis: Assessing the future for investments
Climate change scenario analysis seeks to understand the future impact of global warming. Our approach tests the alignment of investment portfolios to future global warming outcomes – essentia ...
10 September 2019
China: source of tectonic shifts in global finance
China’s integration into the world will reshape the global financial system much like its economic integration did to the global economy.
09 September 2019
US payrolls signal easing, UK election seems inevitable and ECB between a rock and a hard place
A mixed batch of numbers from the latest US payrolls report last week left our outlook as expecting another easing in the US Fed Funds Rates in next week’s Federal Open Market Committee meeting.
06 September 2019
Get Your Coat
The short-lived divergence of global monetary policy in 2017-2018 gave way to the super gravitational pull of negative interest rates in 2019.
05 September 2019
Italy: New cards on an old table
Italian politics are back at centre stage, with Lega party leader Matteo Salvini unexpectedly triggering a government crisis and making way for what in many ways is yet another spurious coalition. Th ...
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