130 insights found

Macro insights

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.

Podcast

Macrocast podcast #6 - The Limits of the Banking Channel

Macro insights

Asian credit in context: A new challenge awaits

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

Macro insights

Chancellor addresses Covid threat, amidst broader Budget giveaway

David Page, Head of Macro Research at AXA Investment Managers, comments on the 2020 UK Budget

Macro insights

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.

Research & Investment Strategy

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 ...

Macro insights

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 ...

Macro insights

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 ...

Macro insights

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%.