814 insights found

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 fr ...

Podcast

Macrocast Podcast #9 - Hamilton has not sung yet

Every Monday, Gilles Moec, AXA Group Chief Economist and AXA IM Head of Research, shares his views on how international events are impacting financial markets.

Rosenberg equities

Global Factor Views

Despite Covid-19 lockdowns being eased in many countries, the crisis continues to hinder global economic activity. Authorities across the world have mounted a significant response using a combination ...

Fixed income

High yield: Opportunities on the rise as the fallen angels descend

The hit has been hard, but the sector might have the flexibility (and monetary policy support) to have a decent crisis

Responsible investment

How impact investing feeds the engine for the sustainability era

Impact investment can stir the soul. The idea of putting your money to work with entrepreneurs who are making the world a better place is deeply appealing, but in truth this is barely half the story.

Iggo's insight

Something for every view

The future is always unpredictable but when the recent past has been so strange the outlook is even more clouded. That makes investment decision making hard and trying to assess whether markets are a ...

Fixed income

Global Short Duration strategy Strong rebound following unprecedented central bank stimulus

Despite historically weak economic data releases, credit spreads significantly tightened in April driven by the unprecedented accommodative monetary support from global central banks, a slowdown in n ...

Fixed income

Sterling Credit Short Duration strategy Strong rebound following unprecedented central bank stimulus

Despite historically weak economic data releases, credit spreads significantly tightened in April driven by the unprecedented accommodating monetary support from global central banks, a slowdown in n ...

Fixed income

Buy & Maintain Credit Update No3: Bumpy credit markets offer value for long-term cashflow portfolios

The COVID-19 crisis is focusing minds on the fallout in corporate credit markets. Monetary and fiscal policies remain highly supportive across regions, pushing spreads tighter since the peak of the c ...