Iggo's insight - Old favourites

Some old favourite themes have been in focus this week as we took a breather from events in Washington.

AXA IM Statements: Die goldenen Zwanziger

Chris Iggo, CIO AXA Investment Managers Core Investments, sieht neben dem Brexit-Freihandelsabkommen und der sich anbahnenden Machtübernahme der Demokraten in den USA die Anzahl der verabreichten...

Iggo's insight - Roaring twenties

I hope you were able to stay safe and enjoy the holidays and I wish you a very happy and prosperous 2021.

Research - RCEP: Integrating Asia beyond trade

Gauging the impacts of creating the world’s largest trading bloc

Evolving Economy - Cyber Monday: 4 reasons online sales are surging

Cyber Monday evolved as the digital equivalent of US shopping holiday ‘Black Friday’, as retailers encouraged people to shop online.

Tomorrow Augmented COVID-19: Accelerating the energy transition and driving climate-friendly investment opportunities

Global lockdowns have had a positive impact on the environment. But will the crisis help accelerate the transition towards renewable energy, and what might the investment implications be?

Tomorrow Augmented How has the pandemic impacted the outlook for robotics?

COVID-19 has highlighted many areas where robotics have proven beneficial. Despite the global economic slowdown we expect the long-term trend to remain positive.

AXA IM Statements: Anleihen Ausblick 2021

Chris Iggo, CIO AXA Investment Managers Core Investments sieht für festverzinsliche Wertpapiere weiterhin wenig Spielraum und hält anhaltend niedrige Renditeniveaus für am wahrscheinlichsten. Er...

RI - Climate Alignment Principles: How to invest in line with a +1.5˚C goal

As efforts to deliver on the Paris Agreement galvanise, investors are beginning to
switch from simple commitments to tangible actions.

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.

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.

Iggo's insight - See the light

Stock markets reached record highs before the Thanksgiving holiday.

Iggo's Insight - Shaken or stirred, Mr Bond?

There are still lots of reasons not to be bearish on fixed income. However, the macro outlook does lend itself to the idea that somewhat higher yields would not be out of place.

Iggo's Insight - Risk premium repression

In 2021 the pandemic should be over, Trump will be gone and Brexit done. But one thing will still be with us and that is the overwhelming influence of monetary policy over financial markets

RI - 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.

RI - COVID-19: Investors find new ways to drive positive social outcomes

The COVID-19 pandemic has put corporate ESG practices in the spotlight.

Research - Monthly Op-Ed - Tougher winter, promising summer

Vaccinations underway in the US and UK are a big boost for the outlook for 2021, but the benefits will still take time to arrive.

Research - December Global Macro Monthly & Investment Strategy - Covid 19: It’s behind you… Oh no it isn’t

Research & Investment Strategy December Global Macro Monthly & Investment Strategy - Covid 19: It’s...

AXA IM Statements: Notenbanken und Umweltthemen bestimmen 2021

Chris Iggo, CIO AXA Investment Managers Core Investments, identifiziert zwei Kerntrends für das kommende Jahr an den Finanzmärkten: den anhaltenden Einfluss der Notenbanken und die steigende...

Research - Global Factor Views

Near-term vaccine euphoria: Vaccine announcements by a number of drug companies in November led to a classic relief rally, with a rotation away from stocks with high earnings quality (which had led...