Iggo's insight - Risk, return, repeat

Fiscal dominance is a reality and markets are reacting to that. It doesn’t necessarily mean inflation, it doesn’t necessarily mean crowding out private borrowers.

Full-year 2020 earnings

AXA IM has recorded an excellent performance in 2020, in what has truly been an exceptional and challenging year for the industry, businesses and individuals. Our diversified and global approach...

Iggo's insight - Phase over?

Policy support and post-COVID growth expectations have been the key drivers of equity market performance for months.

AXA IM further embeds ESG capabilities across its business

Building on its maturity as a longstanding responsible investor, AXA IM further embedded Responsible Investment (RI) capabilities within its two business units, AXA IM Alts and AXA IM Core, in...

Iggo's Insight - Chips with everything

What happens to long-term yields is hugely important to fixed income investors, asset-liability managers and asset valuations in general.

AXA IM's David Page - UK reaction: Positive Q4 GDP likely to see UK avoid double-dip recession

David Page, Head of Macro Research at AXA Investment Managers, comments on the latest UK GDP figures

Iggo's insight - Sol y Viento

Oil prices have risen significantly over the last year but only after collapsing in the first quarter of 2020.

AXA IM's David Page - UK reaction: BoE defers negative rates even as growth outlook weakens

David Page, Head of Macro Research at AXA Investment Managers, comments on the latest developments at the Bank of England:

Iggo's insight - GME Theory

Retail money is having more of an influence on stock market trading these days, because there is so much of it.

RI - Impact investing: How private and listed markets offer choice for investors seeking positive change

There is demand for ESG to go beyond basic integration, towards positive impact

AXA IM raises over £1 billion for multi-client Long Term Credit fund on the AMX platform

AXA IM’s Buy & Maintain UK assets under management reaches £18.2 billion

RI - Green bonds market expected to top the $1trn mark in 2021

Despite the year’s myriad of challenges, 2020 represented a huge step forward for the green bond market.

Iggo's insight - Persistence

Most investors acknowledge that markets are at high valuations although there is active debate as to whether this is a sign of impending reversal. I think not.

RI - COVID-19: Data privacy risks and potential opportunities

The pandemic has presented an opportunity to rethink the dynamics of data privacy risks and opportunities for technology companies

Iggo's insight - Old favourites

Some old favourite themes have been in focus this week as we took a breather from events in Washington.

UK Economic Outlook for 2021: Don’t look down

While a year “of two halves” is one of the more hackneyed economic outlooks, rarely has it felt more appropriate.

Iggo's insight - Roaring twenties

I hope you were able to stay safe and enjoy the holidays and I wish you a very happy and prosperous 2021.

Macrocast 73 - Pressure Points

We take a step back and focus for the last Macrocast of 2020 on the new "big government" zeitgeist.

RI - Climate Alignment Principles: How to invest in line with a +1.5˚C goal

As efforts to deliver on the Paris Agreement galvanise, investors are beginning to
switch from simple commitments to tangible actions.

AXA IM appoints Marcello Arona as CEO of AXA IM UK & AXA IM GS

AXA Investment Managers (AXA IM) announces the appointment of Marcello Arona as CEO of AXA IM UK & AXA IM GS1, effective 1 April 2021 subject to FCA approval.