Articles


Chris Iggo, Chair of AXA IM Investment Institute en CIO of AXA IM Core
Rate of change – For investors, the expected inflation rate is key to making investment decisions. Inflation over the course of an investment time horizon will partl...
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The next decade will mark a key milestone for the decarbonization of the shipping industry. The industry is consuming every year 300 million tons of fossil fuels accounting for 3% of global Greenhouse Gas (GHG) emissions. If appropriate init...
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Indonesian equities have bounced up and down this year around markets’ expectations for the new government’s fiscal plans. We’ve had the busts - should we expect a boom?
The erratic behaviour of Indonesian equities this year - represented by t...
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US STOCK MARKET - OVERVALUED OR FAIRLY VALUED?
"Political stock markets have short legs" is a stock market adage that says political events such as elections or wars have no lasting impact on stock prices. Nevertheless, investors tend to be...
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With the development of renewable energies and electrification in general, electricity grids are a key issue for future economic growth, energy security and the fight against global warming. As the demand for electricity grows faster than th...
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By Charlotte Peuron, Fund Manager specialized in the precious metals industry, Crédit Mutuel Asset Management
Since 2022, the price of Gold has been supported by strong demand, coming from the jewellery industry (around 40% of demand), and abov...
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