If, as expected, the overall 'labour market cooling' message prevails, the Fed will cut again (by 25 bps), writes Gilles Moëc in his weekly Macrocast. Moëc is AXA Group Chief Economist and Head of AXA IM Research. Moëc explains that strong...

A reasonable description of a bear market is when equities and credit generate returns well below those of less-risky assets like government bonds. In 2024 equity and corporate bond returns have outpaced returns from government bonds by healthy ma...

In his latest multi-asset investment views, Andrew Etherington, Head of Institutional Multi Asset & Asset Allocation at AXA IM Core, highlights the following three points: Still positive on global equities: The US macro and microeconomic ...

Oli Saunders DWS today announced the appointment of Oli Saunders to the position of Chief Brand Officer. Based in London, Oli reports to Sebastian Kraemer-Bach, Global Head of Communications, Brand & CSR. In this newly created role,...

By Frédéric YO, ESG Analyst, Crédit Mutuel Asset Management Crédit Mutuel Asset Management is an asset management company of Groupe La Française, the holding company of the asset management business line of Crédit Mutuel Alliance Fédérale. I...

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...