‘The future of cars may not be quite what you think’

To coincide with ‘Green Transport Week’ Tom Riley, Portfolio Manager of the AXA WF Framlington Robotech Fund, shares his thoughts on the automotive sector and where new investment opportunities lie.

Will 2020 be a promising year for the green bond market?

Johann Plé, portfolio manager at AXA Investment Managers, comments on the evolution of the green bond market and the outlook for 2020.

When angels fall...

Greg Venizelos and Lionel Pernias - When angels fall - credit migration from IG to HY

Watch the NPC for Policy Clues

Aidan Yao, Senior Emerging Asia Economist at AXA Investment Managers (AXA IM), summed up what to expect in the upcoming annual National People’s Congress meeting in China.

US reaction: US Q2 GDP encouraging rebound, but wages disappoint

David Page comments on US Q2 GDP figures and employment cost index.

US reaction: US hikes tariffs as trade policy outlook worsens

The US enacted an increase in tariffs on $200bn of Chinese exports today at 12.01 (EST).
The tariff increase reflected the deterioration in ongoing negotiations. However, Chinese Vice Premier Liu...

US Reaction: Tax reform plan/intent

David Page, Senior Economist at AXA Investment Managers (AXA IM), discusses the initial market reaction to the tax reform plan announced by the US Administration yesterday.

US reaction: Strong headline, but adds to March 'hold' for Fed

David Page, Senior Economist at AXA Investment Managers (AXA IM), comments on the first US employment report since Trump was inaugurated

US reaction: September's fiscal furor deferred, but with it fiscal stimulus hopes

David Page comments on the debt deal announced by President Trump yesterday.

US reaction: President Trump's inauguration speech - "America First"

David Page, Senior Economist at AXA Investment Managers (AXA IM), reacts to President Trump’s inauguration speech.

US reaction: President Trump addresses Congress

David Page, Senior Economist at AXA Investment Managers (AXA IM), comments on President Trump’s address to Congress last night.

US reaction: FOMC stands ready to do more if necessary

The Fed left monetary policy unchanged after its meeting this month.

US Reaction: FOMC raises FFR by 0.25% as expected with little other change

David Page, Senior Economist at AXA Investment Managers (AXA IM), comments on the Federal Open Market Committee (FOMC) decision.

US reaction: FOMC minutes - Balance sheet away, steady as she goes

David Page, Senior Economist, comments on June FOMC meeting minutes.

US reaction: FOMC announces balance sheet unwind

Fed left the Fed Funds Rate unchanged at 1.00-1.25%, but announced the commencement of a balance sheet normalisation in October. The decision was unanimous and in line with ours and wider market...

US reaction: Fed hikes rates, but does not speculate on Trump's actions

David Page, Senior Economist at AXA Investment Managers (AXA IM), comments on the Federal Reserve’s (Fed) decision to hike rates.

US reaction: Fed continues to consider its options, while committing to be in it for "however long it takes"

Policy was unchanged with FFR at 0.0-0.25%, forward guidance remained unchanged and the Fed committed to at least maintain the current pace of asset purchases.

US reaction: August's seasonal surprise ahead of Harvey distortions

David Page comments on August's seasonal surprise ahead of Harvey distortions

US reaction to latest payrolls data

David Page comments on the latest payrolls data from US economy.