AXA Investment Managers’ Post

The second edition of our AIM 2026 newsletter is out! This edition is packed with insightful content that delves into our evolving responsible investment strategy and commitment to a sustainable future. Here's a sneak peek of what you can expect: ◻ How we are evolving our responsible investment strategy with AXA Chief Economist and AXA IM's Head of Research Gilles Moec ◻ Our transparency on our sustainability commitments ◻ AXA IM Select's recent global investor survey on ESG investing ◻ Sound Progress - our podcast addressing sustainability in the face of polycrisis.   #ResponsibleInvestment #Sustainability #AIM2026Newsletter #AIM2026 #AXAIMSelect

Last week, AXA IM Alts were pleased to host this year’s ILS Forum at the Park Hyatt in Zurich, Switzerland. Prof. Dr. Reto Knutti, Professor of Climate Physics at ETH Zürich, shared his insights on the impact of climate change and the collective actions society can take to address associated risks. François Divet, Head of Insurance-Linked Securities at AXA IM Alts, took part of a panel discussion entitled ‘The investor’s view between ILS investors from the Swiss institutional & private wealth industry’. He explored how the ILS and Cat bond market is adapting to the risk of climate change. #AXAIMAlts #AlternativeCredit #InsuranceLinkedSecurities #ClimateChange #ESG

We have already seen a deluge of elections this year. But the big one is on November 5, when it looks like Joe Biden and Donald Trump will face each other in a rematch of the 2020 contest. As the world’s largest economy, what happens in the US has global implications. Let’s consider what a victory for either candidate might mean: https://bit.ly/3La0yR5 For professional investors only. Follow #AXAIMSelect to get our specialist multi-manager’s latest news and views. #elections #US #economy

Nvidia briefly became the most valuable company in the world. As its valuation touched $3.3 trillion, the company overtook Microsoft and Apple to take pole position. And the ECB did not disappoint markets and delivered a 25 basis points rate cut at its June meeting. The EU imposed tariffs on EV imports from China, although at lower levels than expected. The range will be between 18-40%, on top of the existing 10% tariff. https://bit.ly/3L9Kwqc For professional investors only. Follow #AXAIMSelect to get our specialist multi-manager’s latest news and views. #globalmarkets #interestrates #tariffs

We are sponsoring a roundtable on 'Carbon Pricing & Carbon Credits,' hosted by Financial Investigator on 4 July in Amsterdam, the Netherlands. Jonathan Dean, Deputy Head of Natural Capital & Impact Private Equity at AXA IM Alts, will share his insights and expertise in this area. Find out more information here ▶ https://lnkd.in/eu_J7ZHh [For professional investors only] #AXAIMAlts #NaturalCapital #Sustainability #CarbonCredit

AXA Investment Managers is delighted to announce the opening of AXA IM Alts’ first office in the Middle East, located at Abu Dhabi Global Market. This new office brings our expertise across real estate, alternative credit, infrastructure, and natural capital & impact investing closer to institutional investors in the region, effectively expanding our global footprint and enhancing AXA IM Alts’ capital raising and client servicing capabilities across the globe. We have appointed Ammar Bukhamsin and promoted François Boissin as Co-Heads of the Middle East and North Africa Client Group Alts. Read the Press release ▶ https://lnkd.in/ethAEKRX #AXAIMAlts #ClientGroup #MiddleEast #MENA

In the second instalment of our series unpacking the findings from our recent ESG investor study, we examine the knowledge gaps that exist among investors regarding ESG products and terminology, and delve into the necessity for adviser guidance and support. https://bit.ly/3RMjHfD #ESG #investment #AXAIMSelect