CONTENT BLOCK - Insight Hub - EN
The purpose of AXA IM - Real Assets' research is to support product innovation and investment decisions through independent proprietary analysis on a wide range of issues that affect the global real assets market.
Our researchers provide applicable investment ideas, combining a global perspective with a detailed understanding of individual markets, leveraging on-the-ground intelligence derived from AXA IM - Real Assets' local professionals.
29 November 2017
November Investment Strategy: The global economic backdrop – too good to be true?
Buoyant global economy, subdued inflation and accommodative monetary policies
24 October 2017
October Investment Strategy - Who is afraid of equity valuations?
Current elevated valuations reflect strong corporate fundamentals and very low interest rates
31 August 2017
Add Value and Diversification, through Value-Add
AXA IM - Real Assets believes the current real estate market is favourable for value-add strategies in Europe.
05 October 2017
Controversy in Catalonia: What does it mean for investors?
A short Q&A on the implications of the current developments in Catalonia.
27 September 2017
September Investment Strategy - A political autumn in Europe
Economic growth momentum stuck between political and policy uncertainty
15 September 2017
Tomorrow Augmented: The digital economy's next stage of evolution
The digital revolution at the micro level is changing the macroeconomic environment, and with it, the investment world.
05 September 2017
Tomorrow Augmented: How the digital economy is changing public policy
The final piece of our six part series on the next stage of the digital economy's evolution
31 August 2017
August Investment Strategy - Clouds in the US, sunshine in Europe
While the euro area managed to sustain its upbeat momentum over the summer months, market doubts about the trajectory of the US recovery have started to deepen.