Insight - Research Investment - The world’s factory in COVID-19

The Chinese economy has faced dramatic challenges over the past two years. The US/China trade war and the COVID-19 pandemic have delivered short-term shocks and left lingering long-term questions...

Iggo's insight - Word Up

Risk-free yields and curves are range-bound and will remain so as central banks strengthen their resolve to encourage a rise in inflation.

Iggo's insight - Specific and Limited Bearishness

Politics in the US and the UK are contributing to market moves. Uncertainty over US election outcomes is growing, and the stock market seems to be going through a pattern that has been seen in...

Iggo's insight - Welcome to Fall

The equity market correction, led by the FAANGS, ahead of the US Labor Day holiday may or may not turn out to be sustained. There are plenty of commentators arguing, and hoping, that it will be on...

Responsible Investment - Biodiversity crisis: Why agriculture threatens biodiversity, and how responsible investors can respond

Biodiversity plays a crucial role in protecting our health. It is only by understanding and respecting its limits that we will maintain the ecosystems that ensure our survival.

AXA IM launches its first Multi-Asset impact fund

AXA IM launches its first Multi-Asset impact fund ...

Iggo's insight - Word Up

The US Federal Reserve Chairman, Jerome Powell, has stated that the central bank will tolerate higher future inflation and lower unemployment to a much greater extent than it has done in the past...

COVID-19 has shaken up high yield and put opportunities on the table for insurers

The asset class is accustomed to volatility, but the uneven impact of the virus means fundamental credit analysis is more important than ever.

UK dividends will have fully recovered by 2022

There are reasons to be positive about the future of UK dividends as companies start recommencing payments, according to AXA IM portfolio managers Geroge Luckraft and Simon Young.

Iggo's Insight - Living in a box

The US yield curve has rarely been inverted when the Fed funds rate has been this low. In fact, it has rarely been inverted when the Fed funds has been below 4%.

COVID-19 has shaken up high yield and put opportunities on the table

The asset class is always prepared for a crisis, but the uneven impact of the virus means fundamental credit analysis is more important than ever .

AXA IM launches ESG-integrated euro denominated emerging market debt fund

AXA Investment Managers (AXA IM) announces the launch of the AXA WF Emerging Markets Euro Denominated Bonds fund, focussing on investing in emerging market bonds issued in euros while also adhering...

Tomorrow Augmented Social climbing: ESG investors get their heads around social risks

Thanks to COVID-19, ESG factors - and the social element in particular - are in the limelight

Iggo's Insight - A view from the markets – True Faith

Forward markets don’t see US 2-year Treasury yields above 1% again for at least five years. The technology sector has just delivered blow-out earnings numbers for Q2.

H1 2020 active ownership and stewardship report

Responsible investment in 2020 was meant to be all about starting the Transition Decade to a low-carbon future.

RI insight - Infographic - Perfect Blend Factor Investing

How do you like your coffee? Whatever you prefer, all coffees contain a small number of key ingredients. Factor investing may sound complex, but in essence, it’s nothing new. For decades, investors...

RI Insight - Responsible Investment Research - 2020 Proxy Voting Season Review: Beyond ‘business as usual’

The global COVID-19 pandemic brought disruption to voting season across Europe, North America and Japan. Companies struggled to host in-person meetings, but many quickly moved to hold virtual AGMs,...

Mid year 2020 Global Optimal Income Strategies and Defensive Optimal Income

Multi Asset Mid-year 2020 - Global Optimal Income Strategies and Defensive Optimal Income ...

Market Thinking - COVID-19: Why 2020 is not 2008 – the fund manager view

As we consider how the world will recover from COVID-19, it is vital that we remain aware of how this crisis is very different in nature to the market shock of 2008/2009 and understand how this...

COVID-19: Stewardship and the pandemic

AXA Investment Managers (AXA IM) today publishes its H1 2020 Stewardship Report, outlining its engagement programme for the first half of the year and how it exercised its voting rights in H1 2020.