Rosenberg Global Equities Perspectives

Global equities had a strong final quarter of the year, with the MSCI World Index advancing 8.3% in dollar terms, the announcement of a ‘Phase One’ trade deal between the US and China and a...

AXA IM, BNP Paribas AM, Sycomore AM and Mirova launch joint initiative to develop pioneering tool for measuring investment impact on biodiversity.

AXA IM, BNPP AM, Mirova, and Sycomore AM strongly believe that preserving the planet’s biodiversity is an urgent priority.

Iggo's insight - Be Responsible

The logic of responsible investing comes from its appeal “of doing the right thing”. If responsible investing reduces risks and contributes to better outcomes, then it is beneficial to individuals...

January Investment Strategy - Reining in animal spirits

The world economy is breathing better but is not ready for a sprint.

Iggo's insight - Cautiously Optimistic

It’s been a very solid start to the year. The “risk” dial has been turned down and investors seem happy to be in the momentum trade. The Q4 earnings season is underway and the optimists will point...

Bank of England signals January rate cut

• Five members of the Bank of England’s Monetary Policy Committee have expressed dovish caution recently, suggesting a near-term easing would be appropriate if economic conditions weaken.

Regulatory Capital Transactions

The RegCap transactions market has transformed into a full-fledged alternative investment opportunity that is being strategically
utilised by issuers and investors alike.

US-China: A silver lining in a strained relationship

A sudden rise in tensions has cast a dark shadow over Sino-US relations. While the trade war has been the most eye-catching instance, increased “decoupling” has also occurred in areas of...

Macrocast - Previewing the Strategy Review

The global dataflow is not changing much, between still struggling manufacturing and resilient services. But at least the balance of risk has improved since the central banks’ latest stimulus. They...

Iggo's insight - Growth better, returns maybe not.

Lower global interest rates and renewed central bank balance sheet growth helped deliver great returns across bonds and equities in 2019.

AXA IM appoints Global Chief Operating Officer

AXA Investment Managers (AXA IM) today announces the appointment of Godefroy de Colombe as Global Chief Operating Officer (GCOO) effective 16 January 2020.

UK equities – 2020 outlook

As the new year begins, Chris St John, Portfolio Manager, Framlington Equities and David Page, Head of Macro Research give us their thoughts on the state of the UK economy as we head further into...

Macrocast - New year, old issues

US elections: middle-class hunting is conducive to fiscal adventures.

Data privacy: Trust is hard earned, easily lost

Personal data is the arguably the commodity of the 21st century. Over the past two decades, the monetization of personal data has fueled the rapid growth of internet-based technology companies.

Why a Conservative victory is good news for UK equities

The UK reached a critical juncture on Thursday 12 December. It’s fair to say that the result of the general election has provided some much-needed impetus for UK businesses and consumers alike.

December Investment Strategy - It is getting (a bit) clearer

Good news on two major headwinds which defined 2019: trade war, and Brexit.

Macrocast - The year is ending better than it started

Boris Johnson’s ample victory gives him ample leeway to move away from his campaign rhetoric and secure a decent Free Trade Agreement with the EU.

Iggo's Insight - Into the roaring 20s?

Together with today’s decisive UK Election result and better prospects for a trade deal between the US and China, it’s a risk-on end to the year. It’s hard to believe that the global economy...

Macrocast - Avoiding the worst, not expecting the best

ECB: communication realignment is failing for now. The public debate is pre-empting the “strategy review” as Lagarde is readying for her first post-Council press conference.