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.

121 insights found

Real assets

22 October 2019

Private Rented Sector: resilient income underpinned by demographics and urbanisation

Major cities are amongst the most prohibitively expensive places to live in the world and yet continued urbanisation is a trend that is expected to persist for the foreseeable future.

Real assets

18 November 2019

Video Insight: Logistics

In our new video, we discuss the findings of our recent whitepaper 'Logistics: retailers' new front office' and the fundamental shift in the retailer model towards omnichannel platforms.

Planet

13 November 2019

Carbon reduction: Moving away from carbon footprint towards carbon footpath

As concerns surrounding climate change continue to intensify, equity investors increasingly need to understand how this could impact their investment portfolios. In addition to obvious financial conc ...

Responsible investment

08 November 2019

Just Transition: Managing the social impact of a low-carbon transition

‘Just transition’ is the name given to an emerging concept taking into account the social impact on these workers and communities of transitioning to a low-carbon economy.

Responsible investment

11 September 2019

Biodiversity crisis: The role of investors in resolving species extinction - Part 2

AXA IM is set to start a biodiversity engagement programme with investee companies across several sectors, to better understand how such firms take this issue into account.

Responsible investment

11 September 2019

Biodiversity crisis: The role of investors in resolving species extinction - Part 1

We assess how investors are impacted by the practices of investee companies – in terms of those which cause biodiversity loss and others which are harmed by it.

Responsible investment

10 September 2019

Climate scenario analysis: Assessing the future for investments

Climate change scenario analysis seeks to understand the future impact of global warming. Our approach tests the alignment of investment portfolios to future global warming outcomes – essentia ...

Planet

31 July 2019

ESG and financial returns: The academic perspective

An increasing amount of academic research is showing that the incorporation of environmental, social and governance (ESG) factors can potentially lead to better performance for both companies and the ...

Real assets

21 July 2019

Logistics: retailers’ new front office

The consumer has taken power in the retail industry which has put retailers on the backfoot and caused a structural rethink of the traditional business model. Omni-channel retail has emerged as the l ...