Iggo's insight - Spring unleashed

The vaccination roll-out appears to be providing some breathing space for markets and society as a whole in countries that have been able to achieve a fairly high level of coverage.

AXA IM steigert Engagement bei Unternehmen um 47 % im Jahr 2020

AXA Investment Managers (AXA IM) gibt die Veröffentlichung des Active Ownership and Stewardship Reports für das Jahr 2020 bekannt.

RI - Net Zero Emissions through investments

Climate change is providing challenges for investors in every corner of financial markets. Perhaps the most fundamental of these lies in understanding how our portfolios align with the global goals...

Research - China: Decarbonizing the economy

Gauging the economic impact of China’s transition to ‘net zero’

RI - Responsible investing, sustainability and ESG: Debunking the myths

The socioeconomic impact of 2020’s coronavirus pandemic has been gargantuan. But the watershed year has galvanised governments, policymakers and individuals in terms of taking greater action, to...

EU-Offenlegungsverordnung 90% des verwalteten Vermögens von AXA IM ist bereits auf Nachhaltigkeit ausgerichtet

90% des verwalteten Vermögens von AXA Investment Managers (AXA IM) sind bereits klassifiziert als Finanzprodukte nach Artikel 8 (Produkte mit nachhaltigen Merkmalen)

Statement von Chris Iggo: Ansteckungsgefahr an den Märkten

Weil die Inflation zumindest vorübergehend weiter zulegt, dürften die US-Langfristrenditen zunächst steigen.

Statement von Chris Iggo: Der nächste Marktzyklus

Die wirtschaftliche Erholung ist bereits von den Märkten eingepreist.

Nachhaltige Ernährung: Ein neues Thema auf der Speisekarte für Investoren?

Verbraucher essen immer nachhaltiger. „Dies führte im Jahr 2020 bei einer Reihe führender Anbieter bereits zu angepassten Emissionsgrenzen und nachhaltigeren Zielen bei der Vermeidung von...

Statement von Chris Iggo: Zugpferd US-Wirtschaft

Aktien schneiden derzeit besser ab als Anleihen, die Renditen steigen und die US-Zinskurve wird steiler.

Weltwassertag: Bewusstsein für Wasserknappheit schärfen

Heute ist offizieller Weltwassertag. Ziel des Aktionstages ist es in der Bevölkerung das Bewusstsein für die globale Wasserkrise zu schärfen.

Tomorrow Augmented Sustainable diets: A new theme on the menu for investors?

While a more sustainable diet is a growing trend for consumers, investing in it is far from straightforward.

RI - Putting ESG to work: A case study in the telecoms sector

The global policy and regulatory environment is changing fast, pushing companies towards more sustainable practices and encouraging investors to change too.

Research - March Global Macro Monthly - The great rate debate

Growth rebounds remain virus and vaccine dependent. The outlook is solid in US and good in the UK

Research - March Op-Ed - Who can resist market contagion?

US long-term yields should continue to rise in the near-term as inflation is likely to rise, a least transitorily.

Tomorrow Augmented - What impact could robotic surgery have on the future of healthcare?

Technological advancements have seen the application of surgical robots broaden over time to include general surgery and delicate operations

Macrocast -Global Imbalances Redux ?

We don’t think Europe can easily emulate the US and engage in a massive fiscal stimulus. More emerging countries are hitting the limits of their policy space.

Evolving Economy - What investors need to know about the clean economy

Governments, companies and consumers are assessing their environmental practices and developing new solutions, as the impact of climate change takes its toll on the planet.

Iggo's Insight - Stronger, faster, louder

Equities are outperforming bonds, yields are rising, and the US curve is super-steepening.

Rosenberg Equities - Perspectives Global Equities

Global stocks were sharply higher in the fourth quarter of 2020 as three separate vaccines were found to be effective against the coronavirus and a number of countries swiftly started inoculations.