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...

US reaction: Fed continues to consider its options, while committing to be in it for "however long it takes"

Policy was unchanged with FFR at 0.0-0.25%, forward guidance remained unchanged and the Fed committed to at least maintain the current pace of asset purchases.

Insight - China: Fuelling recovery with an extra policy kick

COVID-19 has dealt a serious blow to China’s economy and forced Beijing to substantially change its economic plans at this year’s National People’s Congress. The latter includes prioritising job...

Global Technology strategy - Positive contribution from digital specialists enhancing the work-from-home environment

During May, global equity markets continued to recover with the MSCI World index climbing 7.0% , whilst the technology sector outperformed with the MSCI World Information Technology Index gaining...

Iggo's Insight - Back for good?

The ECB and the German government added to policy support in Europe this week. This further fuelled the cyclical risk-on behaviour of markets. Returns are positively skewed, and dispersion has fallen.

Insight - COVID-19 update: US policy response

The effectiveness and impact of the US policy response.

Iggo's Insight - Garland Day

Sentiment in markets has been positively impacted by signs of increased activity where lock-downs are starting to be lifted. This could continue as more restrictions are eased and consumers emerge...