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.
19 October 2018
What yield curves are telling us about recession risks
The debate over the implications of US treasury yield curve inversion will return
28 September 2018
Looking for Green Assets
Financing the transition to a 2°C World, the UN’s Sustainable Development Goals and what needs to happen next.
20 September 2018
Dollar’s strength hits emerging markets
Five years ago1, Professor Hélène Rey reminded central bankers gathered at Jackson Hole, of how the close interconnection of capital markets represented a facilitator in the transmission of shocks, i ...
27 July 2018
Green bonds are flourishing and this could just be the beginning
Growing environmental concerns have helped the green bond market expand rapidly in recent years
19 July 2018
July Investment Strategy: A fistful of dollar deficits
The deleveraging process in the US appears to be coming to a close.
04 July 2018
Our green bond framework
Climate change is one of the most critical issues facing society. As highlighted by the United Nations, its effect is felt worldwide, as it disrupts national economies and impacts people and communit ...
20 June 2018
June investment strategy: Emerging markets - dollar dolour
Risks tilt to the downside after a combination of shocks