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Your latest insights

Access a range of articles, podcasts, videos and useful materials from our expert team at AXA IM Select and our leading, global fund group partners. You will find information on a variety of topics such as financial markets, multi-manager investing, macroeconomics, responsible investing and ESG and themes such as Megatrends to help keep you up to speed on the latest news and views.

Panel Podcast - The last mile of disinflation

Article | Podcasts | 21/02/2024

It has been said many times that the last mile of disinflation is the most difficult. With markets betting on the timing of the first cut in interest rates, every monthly inflation number is both eagerly anticipated and closely analysed for clues.

Responsible spotlight - February 2024

Article | ESG | 20/02/2024

Despite its image as one of the world’s most sustainable countries, in January 2024 Norway became the first country to licence deep sea exploration for critical metals and minerals in its territorial waters.

The View - asset allocation update

Article | Investments | 12/02/2024

Headline inflation rates accelerated modestly into year end, to be followed by early indicators of strengthening economic activity in January. Central banks warned financial markets against over optimism regarding the probability of rate cuts in the first quarter.

Market Snapshot - January 2024

Article | Investments | 06/02/2024

Central banks warned that financial markets might have become overly optimistic about the probability of rate cuts in the first quarter of this year, after headline inflation rates accelerated modestly in December followed by early indicators of economic activity strengthening in January. 

The Year of Democracy: what’s the big story?

Article | Investments | 05/02/2024

It has been heralded as the biggest global election year in history. Over 60 countries are either confirmed or likely to be heading to the ballot boxes over the course of 2024, accounting for 48% of the world’s population. 

Monthly Review - January 2024

Article | Investments | 05/02/2024

Markets reconsidered their rosy economic forecasts of the month before, when the US Federal Reserve (Fed) had given the green light to interest rate cuts. 

AI and the metaverse

Article | Market updates | 29/01/2024

AI, or artificial intelligence, has been called the most significant technological advance since the Industrial Revolution. AI is software capable of solving difficult problems, which allows machines to display a level of ‘intelligence’ at tasks such as search and logic.

Responsible spotlight - January 2024

Article | ESG | 24/01/2024

Over the past few years, legal and illegal migration to the world’s most developed economies has been at what the OECD calls ‘unprecedented levels’.  Stripping out millions of Ukrainian refugees, more than a third of OECD member countries are reporting their highest migration in at least 15 years, driven by humanitarian and employment considerations. 

The View - asset allocation update

Article | Investments | 18/01/2024

US inflation continued to ease, reinforcing investor sentiment that the Fed was finally transitioning to a more dovish stance. The central bank indicated that interest rates were unlikely to rise further, and markets are pricing in 75 basis points of cuts during 2024.

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Access our archive of articles, podcasts, videos and useful materials from our expert team at Architas and our leading, global fund group partners.

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