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.
123 insights found
19 November 2019
A European Climate Emergency Fund
The European Commission estimates the transition to a “low CO2” economic model would entail an investment effort of around 1.5% of GDP annually until 2030. This calls for creating a new long-term fun ...
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.
10 November 2019
Space race: flexible office operators' fight for space likely to overshoot equilibrium
Technological improvements have enabled a more mobile/agile workforce which is changing the way people interact with physical office space.
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.
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 ...
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.
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.
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.
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 ...