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.

133 insights found

Real assets

08 April 2020

Curlow's Convictions: COVID-19 update

Uncertainty and volatility continue to reign, but data anecdotes begin to emerge

Real assets

12 March 2020

Curlow’s Convictions: potential COVID-19 impact on real assets

Potential COVID-19 impact on real assets

Responsible investment

07 April 2020

Coronavirus: How ESG scores signalled resilience in the Q1 market downturn

The growth of responsible investment over the past decade has largely coincided with the longest stock market bull-run in history.

Responsible investment

10 March 2020

How does AXA-IM adapt portfolios to reflect the transition theme?

Electoral support for environmental parties signals a persistent, long term trend.

Responsible investment

10 March 2020

How have the UN SDGs helped to change the investment landscape?

Climate change, gender equality and healthy lives are the most investable UN SDGs

Responsible investment

10 March 2020

How will investors tailor portfolios to tackle the climate crisis?

Investors need assets which can align portfolios with the goals of the Paris agreement

Responsible investment

06 March 2020

Tomorrow Augmented: Bringing an ‘impact’ mindset to listed equities

It’s time to rethink the purpose of investing. As investors, we have often been presented with a false-choice narrative – either focus on financial performance or try to affect societal or env ...

Responsible investment

06 March 2020

How responsible investing standards and policies affect returns

The asset management industry has traditionally adhered to the notion that excluding certain companies from investment portfolios based on sustainability considerations linked to certain business act ...

Real assets

10 February 2020

Video Insight - PRS: resilient income underpinned by demographics and urbanisation

In our new video, we discuss the findings of our recent whitepaper focused on the Private Rented Sector