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COVID-19 update: A disinflationary shock - Part 2
Longer-term inflation drivers: Government debt financing and institutional change
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Everybody should have an argument with themselves and with others now and again. Arguments rarely end in absolute agreement.
Global Short Duration strategy - The rally continues, but the risks around a second wave increase
Credit spreads kept on tightening in June, as optimism grew around the recovery in the global economy following widespread easing of restrictions in developed countries and improving economic data. H ...
Sterling Credit Short Duration strategy - The rally continues, but the risks around a second wave increase
Credit spreads kept on tightening in June, as optimism grew around the recovery in the global economy following widespread easing of restrictions in developed countries and improving economic data. H ...
COVID-19 update: A disinflationary shock - Part 1
Sifting through the inflation debate: Price dispersal, complexities and a system-wide approach
AXA IM's David Page - UK reaction : Chancellor Sunak spells out fresh fiscal stimulus – more likely necessary
Chancellor Sunak announced a £30bn (1.5% of GDP) package of measures to support the economy as the jobs furlough scheme winds down in October.
Why now could be a good time to invest in inflation-linked bonds
We believe inflation-linked bonds could provide investors with some protection in an environment where nominal bonds have been rallying aggressively. Find out more from Jonathan Baltora.
Global Strategic Bonds strategy - Markets price in good news on the recovery
Another strong month for risk assets as lockdown restrictions are eased and economic data starts to improve from dire levels.
Strategic Asset Allocation for a +1.5°C World: a proposed framework
Climate change is material risk - Global warming poses long-term physical risks as the climate changes, as well as nearer term risks as the energy sector shifts from fossil fuels to low-carbon altern ...
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