745 insights found

Iggo's insight

14 February 2020

Love and life

The natural world is something that we can’t always control. Extreme weather and epidemics are now real threats to the functioning of society and economies. Up front is the coronavirus and its impact ...

Research & Investment Strategy

13 February 2020

Coronavirus – impact on Asia

The potential spillovers of China’s coronavirus on Asia’s tourism, trade, domestic consumption and financial markets

Research & Investment Strategy

10 February 2020

Coronavirus – tracking the path, anticipating the impact

Just over a month since the new coronavirus – known as 2019-nCoV – was officially recognised there is only so much we can say about its likely impact. However, we can examine some plaus ...

Responsible investment

07 February 2020

Impact investing: A win-win alternative?

Jonathan Dean, Head of Impact Investing, breaks down what exactly defines impact investing, why people are talking about it and where these opportunities can be found.

Iggo's insight

07 February 2020

Can you rely on bonds?

The nirvana of long-term investing is high returns and low volatility. In core markets, higher returns come from equities, driven by economic growth.

Fixed income

05 February 2020

Why high-yield bonds are an alternative to equity investments

As investors, we are often liable for thinking in specific asset class buckets rather than taking a broader view of the investment universe. Yet, taking that cross-asset class view can allow for some ...

Quant Lab

03 February 2020

NLP-enabled impact investing

AXA IM wants to be able to assess information on how companies have a positive impact regarding the United Nations Sustainable Development Goals (SDGs).

Iggo's insight

31 January 2020

The opportunity set

Investors are rightly concerned about the coronavirus. We don’t have the ability to judge how long the epidemic will last and how bad it will get.

Research & Investment Strategy

29 January 2020

Emerging Thoughts

Investing in emerging markets: Myths, opportunities and misconceptions