766 insights found

Iggo's insight

27 March 2020

Denial, panic, hope.

We are passing through stages of a global social and economic disaster. The denial of February quickly became the panic of March. Now markets are responding to the massive policy response.

Market thinking

26 March 2020

COVID-19: AXA IM’s market and economic update

The COVID-19 crisis continues to cause significant volatility. This is an exceptional and defining time for the global economy, but policymakers and central banks are taking decisive action to steady ...

Research & Investment Strategy

26 March 2020

March Investment Strategy - Preparing the recovery

The extension of the covid-19 pandemic is forcing a growing number of countries into “lockdowns”, which will have a very significant impact on economic activity since the worst-hit sectors (restauran ...

Iggo's insight

20 March 2020

Dark Days

As we all isolate and get used to home video conferences and virtual lunches, there is much to reflect on.

Research & Investment Strategy

18 March 2020

UK reaction : Chancellor announces next steps in "whatever it takes" strategy

Prime Minister Boris Johnson and Chancellor Rishi Sunak held a joint press conference where a further package of economic support was announced for the economy.

Iggo's insight

13 March 2020

A view from the markets – Looking for the turn

It is hard to be optimistic when the news is so bad. The virus spread is exponential and market declines are massive. Governments are having to impose emergency powers to deal with the health crisis ...

Responsible investment

10 March 2020

How does AXA-IM adapt portfolios to reflect the transition theme?

Electoral support for environmental parties signals a persistent, long term trend.

Responsible investment

10 March 2020

How have the UN SDGs helped to change the investment landscape?

Climate change, gender equality and healthy lives are the most investable UN SDGs

Responsible investment

10 March 2020

How will investors tailor portfolios to tackle the climate crisis?

Investors need assets which can align portfolios with the goals of the Paris agreement