219 insights found
Something for every view
The future is always unpredictable but when the recent past has been so strange the outlook is even more clouded. That makes investment decision making hard and trying to assess whether markets are a ...
Four strands of a medium term view
Recovery momentum in markets has faded in the last couple of weeks.
COVID-19 Impact: AXA IM’s macroeconomic and investment strategy update – lifting the lockdown
The COVID-19 crisis continues to cause significant volatility.
COVID-19 Impact: AXA IM’s macroeconomic and investment strategy update – Asia special
The COVID-19 crisis continues to cause significant volatility.
Risk premiums in phase 3
Recovery momentum in markets has faded in the last couple of weeks. The policy support will be there for a long time but investors have to now decide whether risk premiums are sufficient for the unce ...
COVID-19 Impact: AXA IM’s macroeconomic and investment strategy update – biotechnology and healthcare special
The COVID-19 crisis continues to cause significant volatility. This is an exceptional and defining time for the global economy, but policymakers and central banks are taking decisive action to steady ...
Smelly Sludge not Black Gold
Oil prices peaked 12-years ago. This week there was excitement amongst some financial commentators that prices had gone negative.
COVID-19 Impact: AXA IM’s macroeconomic and investment strategy update – the economic rebound
The COVID-19 crisis continues to cause significant volatility.
The language of a crisis
Alongside rigorous financial statement analysis, the detailed evaluation of text data has become an important part of Rosenberg Equities’ research and investment process.
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