74 insights found

Market thinking

COVID-19: Why 2020 is not 2008 – the fund manager view

As we consider how the world will recover from COVID-19, it is vital that we remain aware of how this crisis is very different in nature to the market shock of 2008/2009 and understand how this will ...

The Evolving Economy

What you need to know about industrial robotics

The demand for industrial robots has accelerated due to the ongoing trend towards automation and innovative technological advancements.

Market thinking

COVID-19 Impact: AXA IM’s macroeconomic and investment strategy update – lifting the lockdown

The COVID-19 crisis continues to cause significant volatility.

Market thinking

COVID-19 Impact: AXA IM’s macroeconomic and investment strategy update – Asia special

The COVID-19 crisis continues to cause significant volatility.

Market thinking

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 ...

Market thinking

COVID-19 Impact: AXA IM’s macroeconomic and investment strategy update – the economic rebound

The COVID-19 crisis continues to cause significant volatility.

Rosenberg equities

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.

Market thinking

COVID-19 Impact: AXA IM’s macroeconomic and investment strategy update - the implementation phase

The COVID-19 crisis continues to cause significant volatility.

Market thinking

COVID-19 Impact: AXA IM’s macroeconomic and investment strategy update: The cost of the lockdown

The COVID-19 crisis continues to cause significant volatility.