609 insights found

Quant Lab

AXA IM Glide Path: Efficient and flexible design towards retirement

The shift from DB to DC plans is a major trend in global pension markets. Target-date strategies, the default investment solution for most DC plans, will be subject to heavier saver protection regula ...

Iggo's insight

Now it gets tough

The second quarter was disastrous for society and the global economy. The danger on both fronts is passing only slowly.

Research & Investment Strategy

Covid-19 Update – Judging international stimulus policy reactions to the Covid 19 shock

Research & Investment Strategy

June investment strategy - The virus has not gone away

A genuine gap is emerging between the US and Europe on the pandemic front

Research & Investment Strategy

COVID-19 update: Euro area policy response

The flexibility and proactivity of the European Central Bank (ECB) since the beginning of the COVID-19 crisis has been a positive surprise

Iggo's insight

The call on future growth

If companies survive, they have a chance to grow in the recovery. The credit backstop has helped the chances of corporate survival in most developed markets. It is tough, no question about it.

Research & Investment Strategy

Japan’s COVID-19 response: Crisis met with strong economic package, but is it enough?

Iggo's insight

R-rate risk rise

Equities sold off this week as it became clear that the path to normalisation is not an easy one. Infection rates are rising in many parts of the United States and emerging markets, even while they a ...

Responsible investment

‘Niets doen duurder dan duurzame agenda omarmen’

De Covid-19-crisis zet duurzaamheid nog steviger op de agenda van beleggers. Bedrijven zullen ESG-criteria nu moeten omarmen als ze willen overleven.