AXA Investment Managers

London, City of, United Kingdom

 

AXA Investment Managers posted a new article in General Global Capital Markets & Economics 6 hours ago

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FX market review: Lagging commodity currencies

Key points:- Most G10 currencies declined further against US dollar (USD). However, the greenback has lost some steam, appreciating just 0.5% over the past month.- Commodity currencies have been lagging oil prices recently. While this is...

Key points:- Most G10 currencies declined further against US dollar (USD). However, the greenback has lost some...

 

AXA Investment Managers posted a new article in Asia Pacific Capital Markets & Economics 8 hours ago

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Market Thinking - Giving thanks for profits and reducing balance sheet risk while trying to make sense of China

- After a tremendous year in Asia, the polarity remains between bulls and bears. Everybody’s strategy has made money, so everyone thinks they were right – especially if they bought Tencent.- Profit taking in big winners is causing short...

- After a tremendous year in Asia, the polarity remains between bulls and bears. Everybody’s strategy has made money,...

 

AXA Investment Managers posted a new article in China Capital Markets & Economics 2 days ago

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Aidan Yao on China: 2017 Q4 outlook

Key points:- Economic momentum dissipates further heading into the fourth quarter…- …reflecting short-term pains of reform policies- Divergence between “New” and “Old” China grows ever more apparent…- …which requires more careful...

Key points:- Economic momentum dissipates further heading into the fourth quarter…- …reflecting short-term pains of...

 

AXA Investment Managers posted a new article in UK Capital Markets & Economics 2 days ago

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David Page - UK reaction: Labour market - employment and unemployment fall in tight labour market

David Page, Senior Economist at AXA Investment Managers (AXA IM) comments on today’s employment figures:Key points:Employment growth fell by 14k in Q3 2017. Although slower economic activity appears to have been an influence, today’s...

David Page, Senior Economist at AXA Investment Managers (AXA IM) comments on today’s employment figures:Key...

 

AXA Investment Managers posted a new article in General Global Capital Markets & Economics 2 days ago

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Aidan Yao on China: 2017 Q4 outlook

Key points:- Economic momentum dissipates further heading into the fourth quarter……- ...reflecting short-term pains of reform policies- Divergence between “New” and “Old” - China grows ever more apparent……- ...which requires more careful...

Key points:- Economic momentum dissipates further heading into the fourth quarter……- ...reflecting short-term pains...

 

AXA Investment Managers posted a new article in Italy Capital Markets & Economics 7 days ago

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Italy: improvements on all fronts but persistent structural challenges remain

Accelerating economy, progress in the banking sector and reduced political risk… but structural reforms are still needed.Italy is subject to the same four issues present in many Eurozone member states, but with greater intensity: low...

Accelerating economy, progress in the banking sector and reduced political risk… but structural reforms are still...

 

AXA Investment Managers posted a new article in General Global Capital Markets & Economics 8 days ago

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The Thomas Report

“Stability is destabilising” – Hyman MinskyMinsky’s ‘financial instability hypothesis’, which we witnessed between 2007-09, saw the collapse of the US housing and credit boom and, due to the subsequent policy response, a recovery by...

“Stability is destabilising” – Hyman MinskyMinsky’s ‘financial instability hypothesis’, which we witnessed between...

 

AXA Investment Managers posted a new article in General US Capital Markets and Economics News 9 days ago

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Market Thinking - Trump (and) Trade. One year on

-  new Chairman of the Fed implies continuity as equity markets continue to melt up.- While the Middle East sees new tensions emerging from Saudi Arabia, President Trump’s visit to Asia can put policy initiatives back into geopolitics on...

-  new Chairman of the Fed implies continuity as equity markets continue to melt up.- While the Middle East sees new...

 

AXA Investment Managers posted a new article in General European Capital Markets & Economics 14 days ago

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Finding value in European inflation breakevens

Markets are expecting the ECB to fall short of its inflation targets. Maxime Alimi explains why this could be excessively pessimistic, and explores the potential opportunities in breakevens.WATCH THE VIDEO HERE.

Markets are expecting the ECB to fall short of its inflation targets. Maxime Alimi explains why this could be...

 

AXA Investment Managers posted a new article in General Global Capital Markets & Economics 14 days ago

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Iggo's insight - UK Rates Double

The Bank of England raised rates by 0.25% this week. BBC Radio 4 interviewed lots of people about how this will affect their finances. Truth is, it won’t very much. Rates might have been doubled but they remain within a hair’s breadth of...

The Bank of England raised rates by 0.25% this week. BBC Radio 4 interviewed lots of people about how this will...