942 insights found

Iggo's insight

Shaken or stirred, Mr Bond?

There are still lots of reasons not to be bearish on fixed income. However, the macro outlook does lend itself to the idea that somewhat higher yields would not be out of place.

Research & Investment Strategy

India: Growth returns, but challenges remain

Policy is supportive but COVID-19 and geopolitics weigh on the country’s outlook

Market thinking

What investors should expect in 2021: The key areas shaping markets

Most of us are understandably looking forward to seeing 2020 in the rear-view mirror.

Iggo's insight

See the light

Stock markets reached record highs before the Thanksgiving holiday.

Market thinking

Where can investors potentially seek income in today’s low yielding environment?

The coronavirus pandemic has created uncertainty no matter what your investment objective.

Responsible investment

Green bonds: How active management aims to make the most of a dynamic sector

The market for financing linked to environmentally friendly projects and companies is heading rapidly towards the $1trn mark.

Fixed income

Inflation linked bonds: Why we have upped our exposure following the US election

The extraordinary monetary and fiscal support from central banks in the wake of the coronavirus pandemic has been welcome news for investors.

Fixed income
3 minute read

AXA Global Strategic Bond Fund Markets price in US election expectations

Government bond yields rise on expectation of Democratic “blue wave” in US election.

Iggo's insight

Hoping to give thanks

Markets want to trade with cyclical hope but we might be back in a wait-and-see regime for a few weeks.