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Dec 4, 2024 | 
axa-im.fr | Axa Im
écrit par Partager Partager Pour les investisseurs en ETF obligataires, 2024 reste une année positive : la plupart des entreprises ont réussi à faire face à un contexte d'incertitude macroéconomique ; les investisseurs ont continué à bénéficier de niveaux de rendement attrayants ; et l'inflation, bien que persistante, évolue dans la bonne direction. Parallèlement, la volatilité observée début août s'est avérée n'être qu'une tempête dans un verre d'eau.
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Nov 26, 2024 | 
axa-im.fr | Axa Im
écrit par Partager Partager Les marchés émergents peuvent permettre aux investisseurs de s'exposer à des opportunités diverses à des prix attrayants. Cela étant, l'accès à la trajectoire de croissance à long terme des marchés moins développés est souvent associé à un profil de volatilité plus élevé et à une exposition accrue au risque d'évolutions géopolitiques défavorables.
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Sep 16, 2024 | 
portfolio-adviser.com | Axa Im |Axa core |Dominic Byrne |Jeroen Bos
AXA Investment Managers has hired Dominic Byrne as head of global equities for AXA IM Core, to lead the wider global equity team. Before the appointment, Byrne spent nearly 25 years at abrdn, where he was most recently head of global equities. He began his career in 2001 at Standard Life, remaining with the company as it merged into abrdn in 2017.
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Sep 12, 2024 | 
trustnet.com | Jack Stephenson |Axa Im
In 2023, many investors expected that the Federal Reserve’s (Fed) aggressive monetary policy tightening would lead to a potential recession and a pick-up in defaults in the high yield market. Given this backdrop, the broad market consensus was for investment grade to outperform high yield and, within high yield, higher quality BBs to outperform lower quality CCCs.This consensus was wrong.
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Feb 9, 2024 | 
fotos.europapress.es | Axa Im
09/02/2024 El programa de profesionalización musical Ensaya Carabanchel, dirigido a artistas noveles, abre plazo de inscripción
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Jan 19, 2024 | 
esgclarity.com | Natalie Kenway |Clémence Humeau |Axa Im
In this series, ESG Clarity takes a deep dive into an investment firm’s stewardship activities, discovering their key focuses and processes, and what’s in their engagement toolkit. Here, Clemence Humeau, head of sustainability coordination & governance at AXA Investment Managers, discusses the impact of regulation and ‘greenhushing’ and clients’ increasing understanding on engagement. What do you think will be the key trends in engagement and stewardship this year?
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Nov 27, 2023 | 
trustnet.com | Nick Hayes |Axa Im
Heading into 2023 the consensus was that this would be the year of the bond. It hasn’t quite turned out that way. Inflation has remained persistently sticky, central banks have continued to hike interest rates and economies have been more resilient than anticipated. Total bond returns, while certainly far superior to 2022, have disappointed. But, while more short-term volatility is likely as markets react to mixed economic news, it is worth zooming out and taking stock of the situation more broadly.
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Nov 23, 2023 | 
rankiapro.com | Axa Im
Chris Iggo, CIO Core Investment Managers en AXA Investment Managers y presidente del AXA IM Investment Institute, y Jeremy Gleeson, gestor de renta variable en AXA IMLa tecnología vuelve a dominar los mercados de renta variable. El gran índice tecnológico Nasdaq ha obtenido hasta noviembre una formidable rentabilidad total del 35%, ya que los precios de las acciones de gigantes como Amazon, Alphabet, Microsoft, Apple y Google se han disparado.
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Sep 11, 2023 | 
uk.investing.com | Axa Im
Investing.com - The betting is beginning to start on what the European Central Bank (ECB) will announce at its on Thursday. "We still see a slightly higher probability that the ECB will raise rates this week," says Gilles Moëc, chief economist at AXA (EPA:) Investment Managers (AXA IM). "The outcome of Thursday's ECB Governing Council meeting is unusually uncertain.
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Sep 1, 2023 | 
rankiapro.com | Axa Im
François Cabau y Hugo Le Damany, economistas de AXA IMLa inflación general de la zona euro se mantuvo estable en agosto en el 5,3% interanual, en línea con nuestras previsiones por encima del consenso (AXA IM: 5,3%, Consenso: 5,1%). La inflación subyacente cayó al 5,3% interanual (-0,2 puntos porcentuales), ligeramente por encima de nuestra previsión inicial del 5,2%, pero en línea con el consenso.
