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Good morning. Please find attached my new Macrocast (and the last one before our summer recess). The US economy is starting to struggle – even if we think the softness in the latest payroll should not be overstated. The market is reacting hard, with in addition a fading “Trump trade”. The “bad winds” from America will matter of course for policy makers everywhere, making in particular the BOJ’s latest move even bolder.
As part of our #AIMFor2026 strategy, we are committed to delivering investment performance based on our convictions and achieving sustainable growth. Explore how we have performed and grown over the past 30 years by swiping to learn more. https://lnkd.in/g5S7Bfbs #Strategy #PerformanceAndGrowth #AXAIM30Years
Justin Curlow, Global Head of Research & Strategy for Real Estate at AXA IM Alts, will be sharing his insights on the Macroeconomic Outlook of Real Estate at the Europe GRI 2024 annual conference, in Paris on 10-11 September. This event brings together top-tier real estate players from around the world, including investors, lenders, developers, and industry leaders, for two days of exclusive roundtable investment discussions. #AXAIMAlts #RealEstate #GRI
We are delighted to announce the acquisition of CAPZA, increasing our position from majority shareholder to full ownership. CAPZA is an established private investment platform focused on mid-market corporates across private debt and private equity with more than €9.0 billion of assets under management. The acquisition provides AXA IM Alts with global expertise in mid-market direct lending, highly complementary to our existing private debt offering, alongside entry into the Private Equity leveraged buyout market. Clients will benefit from both platforms’ combined access to a range of proven and highly complementary alternative investment strategies within a scalable global infrastructure. Read the press release ▶ https://lnkd.in/e5878qBG #AXAIMAlts #Capza #AlternativeInvestment #PrivateDebt #PrivateEquity
Check out our latest set of articles, from the ‘New to investing’ series where we explore everything you need to consider when starting out on your investing journey. Read more here: https://bit.ly/4cYlOV8 #AXAIMSelect #Investmentbasics #Newtoinvesting #MarketingCommunication
Markets were priced to perfection. But they were also jittery, as Q2 earnings season and the September Fed meeting loomed. Harris edged slightly ahead of Donald Trump in popular polls, although details of her economic plan were met with some scepticism. https://lnkd.in/gynH_PMC For professional investors only. Follow #AXAIMSelect to get our specialist multi-manager’s latest news and views. #financialmarkets #USElection #volatility #centralbanks
We are delighted to be a sponsor of IPEM Paris 2024 at the Palais des Congrès! Join us on 10 and 11 September at the hub of private capital, where our experts will be sharing their insights on key industry topics: • Julien Gailleton, Deputy Head of Infrastructure Equity, AXA IM Alts Infrastructure & Real Assets Summit: “The Hottest Segment” (10:00 - 10:30) & “Digital Infrastructure” (14:30 - 15:00) on September 10th, Summit Room 2 • Alexandre Martin-Min, Head of Natural Capital & Impact Investments, AXA IM Alts Impact Summit: “Mainstream impact funds: are we there yet?” (15:00 - 15:30) on September 10th, Summit Room 1 • Pascal Christory, CEO of AXA IM Prime: “How is liquidity innovation reshaping private markets?” (11:30 - 12:00) on September 11th, Conference Room Don’t miss this opportunity to engage with our thought leaders. Book a meeting with our team at Booth F122 ▶ https://lnkd.in/gvd-BMtK For institutional investors only. #IPEMParis2024 #PrivateEquity #AXAIMAlts #AXAIMPrime
Slowing macro conditions and prospect of falling interest rates favors quality and low volatility factors Find out more from Jonathan White and Daniel Gradeci in our latest global factor views ➡ https://bit.ly/3TbtBb9 #Equities #Factors #InterestRates #MarketingCommunications
The ocean, which covers 71% of the Earth's surface, is fundamental to our life and to our future. Preserving it plays a crucial role in combating climate change, and the blue economy should be recognised as a key factor for this endeavor. That is why the fourth edition of the AXA IM Research Award, in partnership with AXA Research Fund, will reward innovative research in marine energy, infrastructure, and natural capital. Know a researcher making strides in these areas? Submit your nominations by 27 September 2024: https://lnkd.in/ezhhmx3g #AXAIMResearchAward #ClimateChange #BlueEconomy #Ocean
