1023 insights found

Iggo's insight

09 April 2020

Lessons from crises

Research & Investment Strategy

09 April 2020

COVID-19 Update: The drop in activity, the shape of recovery

As the total number of coronavirus cases approaches 1.5mn and lockdowns extend across many countries, we present our updated thoughts on the virus’s impact on economies worldwide.

Market thinking

09 April 2020

COVID-19 Impact: AXA IM’s macroeconomic and investment strategy update: The cost of the lockdown

The COVID-19 crisis continues to cause significant volatility.

Macro insights

07 April 2020

Asian credit in context: A new challenge awaits

We are now arguably amid the crisis by which all subsequent crises will be measured.

The Evolving Economy

07 April 2020

High quality companies with the support of secular tailwinds are best placed to weather the current storm

During March, the extent of the immediate social and economic implications globally of the COVID-19 have become increasingly apparent. Global equity markets have responded negatively to this, pushing ...

The Evolving Economy

07 April 2020

Incremental manufacturing investments will come with a higher degree of robotics and automation technology

In March the Robotech strategy was negatively impacted alongside the sharply falling equity markets, however it’s relative performance has been resilient vs. the broader equity market (MSCI AC World) ...

The Evolving Economy

07 April 2020

Opportunities driven by the Digital Economy long-term theme remains intact

Global equity markets were negative in March, with the MSCI All Country World index declining 13% in response to the economic fallout of the coronavirus.

The Evolving Economy

07 April 2020

Strategy outperformed benchmark, driven by high allocation to wellness and treatment sub-themes

Global equity markets weakened substantially in March as the COVID-19 outbreak continued to spread globally and governments responded with strict social distancing policies that are highly likely to ...

The Evolving Economy

07 April 2020

The lessons learned from this crisis could accelerate the behavioural shifts that will benefit companies within the Clean Economy

During March, the extent of the immediate social and economic implications globally of the COVID-19 have become increasingly apparent.