130 insights found
Fed Monetary Policy review – no FAIT but what we make
David Page, Head of Macro Research at AXA Investment Managers, comments on the latest developments at the Fed.
Macrocast podcast #6 - The Limits of the Banking Channel
Asian credit in context: A new challenge awaits
We are now arguably amid the crisis by which all subsequent crises will be measured.
Chancellor addresses Covid threat, amidst broader Budget giveaway
David Page, Head of Macro Research at AXA Investment Managers, comments on the 2020 UK Budget
COVID-19 : Understanding the impact on investments
Given the impact the coronavirus has had on markets so far, the short-term outlook remains very uncertain, particularly around when the virus infection rate will peak.
Coronavirus – tracking the path, anticipating the impact
Just over a month since the new coronavirus – known as 2019-nCoV – was officially recognised there is only so much we can say about its likely impact. However, we can examine some plaus ...
The birth of Star Wars
This Christmas, thousands of children across the world would likely have unwrapped Star Wars toys – but only adults are able to remember when the first Star Wars film arrived on our cinema scr ...
The fight against climate change
Sixteen-year-old Greta Thunberg has become the face of climate change activism, responsible for leading the largest climate strike in history. And this month, November, sees the publication of new p ...
US GDP beats expectations, Fed cuts rates and UK Parliament agrees to December election
Last week was a big one for the US. Third quarter (Q3) GDP came in at 1.9%, modestly above our own 1.8% forecast and firmer than the consensus expectation of 1.6%.