Insights Hub

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.

53 insights found

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.

24 August 2017

Where next for China's economy?

The Chinese economy stands at a fork in the road, with three possible paths leading to very different outcomes

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CONTENT BLOCK - Insight Hub - EN

53 insights found

November Investment Strategy: The global economic backdrop – too good to be true?

October Investment Strategy - Who is afraid of equity valuations?

Add Value and Diversification, through Value-Add

Controversy in Catalonia: What does it mean for investors?

September Investment Strategy - A political autumn in Europe

Tomorrow Augmented: The digital economy's next stage of evolution

Tomorrow Augmented: How the digital economy is changing public policy

August Investment Strategy - Clouds in the US, sunshine in Europe

Where next for China's economy?

TEXT - Social Media - EN