954 insights found

Iggo's insight

See the light

Stock markets reached record highs before the Thanksgiving holiday.

Market thinking

Where can investors potentially seek income in today’s low yielding environment?

The coronavirus pandemic has created uncertainty no matter what your investment objective.

Responsible investment

Green bonds: How active management aims to make the most of a dynamic sector

The market for financing linked to environmentally friendly projects and companies is heading rapidly towards the $1trn mark.

Fixed income

Inflation linked bonds: Why we have upped our exposure following the US election

The extraordinary monetary and fiscal support from central banks in the wake of the coronavirus pandemic has been welcome news for investors.

Iggo's insight

Hoping to give thanks

Markets want to trade with cyclical hope but we might be back in a wait-and-see regime for a few weeks.

Research & Investment Strategy

The emerging market COVID-19 debt surge – no crisis on the horizon, yet

As with advanced economies, the pandemic has led to a massive increase in public spending in emerging markets

Iggo's insight

Say goodbye, say hello

It seems we might have reached the point when it is reasonable to expect that growth will extend beyond online shopping, communications, payments systems and distribution businesses.

Market thinking

Q3 GDP growth rebounds strongly, but a long way to go

David Page, Head of Macro Research at AXA Investment Managers, comments on the latest GDP figures in the UK.

Fixed income
3 minute read

Asian Credit Strategies: Election’s over, virus is not

Positive risk sentiment and risk to the upside for UST suggests adding HY credit, remaining short/UW duration, and incrementally adding unhedged local currency exposure