704 insights found

Research & Investment Strategy

17 September 2019

Bank of Japan wary of deeper negative interest rates

The Bank of Japan (BoJ) will hold its monetary policy meeting on 19 September. Amid rising expectations for rate cuts by the US Federal Reserve and European Central Bank, we do not expect the BoJ to ...

Iggo's insight

13 September 2019

Summer's Gone

The ECB has cemented low rates for a long time and it will also resume buying bonds. Can yields rise substantially in that environment? I suspect that bond yields remain low, even if they don’t plumb ...

Responsible investment

11 September 2019

Biodiversity crisis: The role of investors in resolving species extinction - Part 2

AXA IM is set to start a biodiversity engagement programme with investee companies across several sectors, to better understand how such firms take this issue into account.

Responsible investment

11 September 2019

Biodiversity crisis: The role of investors in resolving species extinction - Part 1

We assess how investors are impacted by the practices of investee companies – in terms of those which cause biodiversity loss and others which are harmed by it.

Responsible investment

10 September 2019

Climate scenario analysis: Assessing the future for investments

Climate change scenario analysis seeks to understand the future impact of global warming. Our approach tests the alignment of investment portfolios to future global warming outcomes – essentia ...

Research & Investment Strategy

10 September 2019

China: source of tectonic shifts in global finance

China’s integration into the world will reshape the global financial system much like its economic integration did to the global economy.

Iggo's insight

06 September 2019

Get Your Coat

The short-lived divergence of global monetary policy in 2017-2018 gave way to the super gravitational pull of negative interest rates in 2019.

Research & Investment Strategy

05 September 2019

UK reaction: UK government loses control of Brexit

Last night saw a series of votes that appeared to sketch out the shape of the next phase of the Brexit process. On Tuesday night, Parliament voted by a majority of 27 to seize control of the Parliame ...

Research & Investment Strategy

05 September 2019

Italy: New cards on an old table

Italian politics are back at centre stage, with Lega party leader Matteo Salvini unexpectedly triggering a government crisis and making way for what in many ways is yet another spurious coalition. Th ...