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The west is (trying to be) back
The conclusions of the G7 summit, albeit not immediately actionable, can be read as a “West is back” manifesto.
Kick-off
Central bankers think inflation has undershot medium term targets in recent years.
Intégration des critères ESG au sein de la gestion actions d’AXA IM : plus qu’une nécessité, une opportunité
Nous pensons que l’investissement responsable génère un impact positif sur la société. Ainsi, les facteurs ESG sont déterminants pour les performances à venir. L’empreinte environnementale d’une entr ...
Tourism: How Asia and other emerging markets could bounce back
The pandemic has given many countries a long path to recovery
Vues d’allocations d’actifs, Juin 2021 - Certains l’aiment-ils chaud ?
Opinion positive sur les actions – Le déploiement du vaccin devrait continuer de soutenir le sentiment du marché. Fortes révisions à la hausse des bénéfices. La hausse des rendements obligatai ...
Central bank digital currencies, reserve currencies and geopolitics
When it comes to central bank digital currencies (CBDCs), the focus of market participants and regulators – especially in the banking industry - is mainly associated with their disruptive natu ...
What does Responsible Investment mean in practice?
Responsible investing refers to strategies and practices that incorporate ESG factors in investment decisions and active ownership.
Value returns: Bringing the “multi” back to multi-factor
Long-suffering factor investors may only be willing to whisper it, but the data say it loud and clear: value is back.
Still no smoking gun
More signals of supply-side tension in the US have emerged with the release of the labor market data for May. We focus on the strong rebound in the relative pay of low-skilled workers in the hospital ...
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