638 insights found

Research & Investment Strategy

The world’s factory in COVID-19: Can China secure its supply chain kingdom?

The Chinese economy has faced dramatic challenges over the past two years. The US/China trade war and the COVID-19 pandemic have delivered short-term shocks and left lingering long-term questions una ...

Iggo's insight

Word Up

Risk-free yields and curves are range-bound and will remain so as central banks strengthen their resolve to encourage a rise in inflation.

Iggo's insight

Specific and Limited Bearishness

Politics in the US and the UK are contributing to market moves. Uncertainty over US election outcomes is growing, and the stock market seems to be going through a pattern that has been seen in previo ...

Iggo's insight

Welcome to Fall

The equity market correction, led by the FAANGS, ahead of the US Labor Day holiday may or may not turn out to be sustained. There are plenty of commentators arguing, and hoping, that it will be on th ...

Research & Investment Strategy

Preserving “Made in China” in deglobalisation

Locking in supply chains requires continued reforms and opening up

Responsible investment

Biodiversity crisis: Why agriculture threatens biodiversity, and how responsible investors can respond

Biodiversity plays a crucial role in protecting our health. It is only by understanding and respecting its limits that we will maintain the ecosystems that ensure our survival.

Investor thinking

AXA IM: Pensioenakkoord brengt beleggingsbeleid dichter bij deelnemer

De in het pensioenakkoord voorgestelde stelselwijzigingen geven deelnemers meer inzicht in de ontwikkeling van hun pensioenaanspraken. Dit zal hun betrokkenheid bij het beleggingsbeleid vergroten. D ...

Iggo's insight

Word Up

The US Federal Reserve Chairman, Jerome Powell, has stated that the central bank will tolerate higher future inflation and lower unemployment to a much greater extent than it has done in the past wit ...

Investor thinking

Dutch Pension Industry €1.5 trillion ESG ‘Green Swan’ Accelerating for European Take-off

The €1.5 trillion Dutch pensions industry, the largest in the European Union, and the fourth biggest in the world, is driving forward in adopting ESG (environmental, social and governance) principles ...