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.

109 insights found

Responsible investment

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

05 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 ...

Responsible investment

01 July 2019

A lifetime of gender inequality: What investors can do

Investors’ focus on diversity has principally centred on female representation in the board room. But in this research paper we study the dynamics of gender inequality throughout a woman’s entire wor ...

Responsible investment

14 June 2019

Coal phase out: The investment case

Coal has no meaningful role to play when it comes achieving the goals of the 2015 Paris Agreement. Right now, it remains an important part of the energy mix, fuelling base-load power stations across ...

Responsible investment

10 June 2019

Financing brown to green: Guidelines for Transition Bonds

Financing the fight against climate change needs to shift up a gear and evolve. Since the introduction of green bonds, capital markets have made great strides in recent years to ensure that investmen ...

Real assets

28 February 2019

Applying a 360-degree approach to property allocations

Applying a universal approach to property allocations can offer investors an opportunity to achieve superior risk-adjusted returns throughout the property occupancy cycle.

Real assets

30 January 2019

Retail is not dead and regionally dominant shopping centres offer an attractive value play

The retail market is under pressure as it responds and adapts to the disruptive force of the internet on its traditional business model.

Responsible investment

29 January 2019

A look at why we believe 2019 will be green

Although 2018 may have fallen short of investors' expectations, we maintain that there are reasons to remain positive about the growth of the green bond market.

Responsible investment

28 January 2019

Impact investing: achieving a positive balancing act in challenging times

The award for investment acronym of the past year must go to ‘SDGs’, the United Nation’s Sustainable Development Goals.