Iggo's Insight - Heading somewhere

Everybody should have an argument with themselves and with others now and again. Arguments rarely end in absolute agreement.

Macro Insights Research - 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.

AXA IM's David Page - UK reaction : Chancellor Sunak spells out fresh fiscal stimulus – more likely necessary

David Page, Head of Macro Research at AXA Investment Managers, comments on Chancellor Sunak’s latest announcement

AXA IM to expand its gender diversity voting policy for both developed and emerging market economies

AXA Investment Managers (AXA IM) today announces the expansion of its gender diversity voting policy in order to enhance its influence on companies, globally, to improve governance standards.

AXA IM publishes its 2020 climate strategy report

At AXA IM, we are deeply committed to tackling the impact of climate-related risks and as a large investor we have a clear role to play in limiting global warming.

Global Technology strategy - Business conditions troughed in April and has been improving since

During May, global equity markets continued to recover with the MSCI World index climbing 2.8%, whilst the technology sector outperformed with the MSCI World Information Technology Index gaining 6.7%

Multi-Asset Investments Views - July 2020 - Back to work

MAI views Multi-Asset Investments Views - July 2020 - Back to work ...

Iggo's Insight - Now it gets tough

The second quarter was disastrous for society and the global economy. The danger on both fronts is passing only slowly.

INSIGHT - Research - Covid-19 Update – Judging international stimulus policy reactions to the Covid 19 shock

Research & Investment Strategy Covid-19 Update – Judging international stimulus policy reactions to...

B&M Strategy Update. How credit trading dynamics adapted to the COVID-19 crisis

The UK has moved past the peak in new daily COVID-19 cases and in the death rate, which has allowed some easing of restrictions, but the UK is not typical in Europe and has seen a relatively...

June investment strategy -The virus has not gone away

A genuine gap is emerging between the US and Europe on the pandemic front

COVID-19 update: Euro area policy response

The flexibility and proactivity of the European Central Bank (ECB) since the beginning of the COVID-19 crisis has been a positive surprise

Iggo's insight - The call on future growth

If companies survive, they have a chance to grow in the recovery. The credit backstop has helped the chances of corporate survival in most developed markets. It is tough, no question about it.

Japan’s COVID-19 response: Crisis met with strong economic package, but is it enough?

Research & Investment Strategy Japan’s COVID-19 response: Crisis met with strong economic package,...

Impact Investing for Insurers: A win-win alternative?

Adam Cadle at Insurance Asset Management speaks to AXA IM head of impact investing Jonathan Dean about the growth of impact investing and the potential benefits on offer.

COVID-19: How the market reaction changed the Investment Grade credit landscape for UK insurers

The investment-grade credit market has been supported by central bank intervention during this crisis

Insight - What you need to know about industrial robotics

The demand for industrial robots has accelerated due to the ongoing trend towards automation and innovative technological advancements.

Iggo's Insight - R-rate risk rise

Equities sold off this week as it became clear that the path to normalisation is not an easy one. Infection rates are rising in many parts of the United States and emerging markets, even while they...

Insight - A motionless journey: From CFA franc to eco

The West African Economic Monetary Union countries and France have reached a set of reforms modernising the functioning of the franc zone, an area of monetary cooperation in West Africa. The...