701 insights found

Research & Investment Strategy

UK Budget: Next steps, not complete vision

David Page, Head of Macro Research, comments on the UK Budget and outlook for medium-term public finances.

Responsible investment

The changing climate for sustainable investment

This Decade of Transition series looks at how environmental, social and governance (ESG) investment will play a fundamental role in achieving a more sustainable future

Iggo's insight

Risk, return, repeat

Fiscal dominance is a reality and markets are reacting to that. It doesn’t necessarily mean inflation, it doesn’t necessarily mean crowding out private borrowers.

Research & Investment Strategy

February Global Macro Monthly & Investment Strategy - Vaccine and stimulus: too much of a good thing?

The virus is fading from a year-end resurgence in most areas of the globe.

Research & Investment Strategy

Monthly Op-Ed - Dealing with overheating concerns (already)

The Biden plan could close the US output gap by the end of 2021.

Iggo's insight

Phase over?

Policy support and post-COVID growth expectations have been the key drivers of equity market performance for months.

Iggo's insight

Chips with everything

What happens to long-term yields is hugely important to fixed income investors, asset-liability managers and asset valuations in general.

Investor thinking

EU Asserts Sovereignty in China Investment Deal, Signals Green Light to its Investors

De in december bereikte deal tussen China en de Europese Unie (EU) maakt ‘een goede kans’ om door het Europees Parlement bekrachtigd te worden. De overeenkomst belooft tal van barrières op het gebied ...

Investor thinking

Post-Pandemic 2021: Return of the Roaring Twenties or Market Overstretch?

In the latest in the series of AXA IM Online Expert Meetings we welcome Chief Investment Officers from the Swiss central bank of Switzerland (SNB); a global alternative investment manager (Apollo) an ...