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 increases engagement by 47% in 2020

AXA Investment Managers (AXA IM) engaged with over 300 issuers throughout 2020, versus 217 issuers in 2019, representing a 47% increase on engagements in 2020 despite the challenging environment...

AXA IM announces 90% of AUM classified as Articles 8 & 9 under SFDR

90% of its eligible funds and strategies within Equities, Fixed Income and Multi-Asset fall into Articles 8 and 9 of the SFDR .

Iggo's Insight - Stronger, faster, louder

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

Research - China: Path to ‘Net-Zero’

How the world’s largest emitter plans to become carbon neutral

Iggo's insight - Red hot

After anticipating economic recovery (it’s coming) markets are now trying to front-run the next phase of the cycle. In doing so they have priced in higher inflation and are testing the timing of...

Market Thinking - Why agility is key to navigating China’s equity market

Investing in emerging market assets brings with it various distinctive risks. When it comes to China, the country’s scale and political system give investors perhaps more issues to weigh up than...

AXA IM's David Page – UK reaction: January GDP provides a further upside surprise

David Page, Head of Macro Research at AXA Investment Managers, comments on the latest GDP figures in the UK:

Iggo's insight - New Romantics

Growth is expected to surge in the months ahead. Nominal GDP will be stronger than seen for years.


Speaking at today's Portfolio Construction Forum Markets Summit 2021 in Sydney, Mr Chris Iggo, Chief Investment Officer, AXA IM Core Investments, said the world has a great need for economic growth...

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.

Full-year 2020 earnings

AXA IM has recorded an excellent performance in 2020, in what has truly been an exceptional and challenging year for the industry, businesses and individuals. Our diversified and global approach...

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 - GME Theory

Retail money is having more of an influence on stock market trading these days, because there is so much of it.

AXA IM further embeds ESG capabilities across its business

Building on its maturity as a longstanding responsible investor, AXA IM further embedded Responsible Investment (RI) capabilities within its two business units, AXA IM Alts and AXA IM Core, in...

Iggo's insight - Old favourites

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

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.

Iggo's insight - Persistence

Most investors acknowledge that markets are at high valuations although there is active debate as to whether this is a sign of impending reversal. I think not.

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.

AXA IM's David Page - UK reaction: Positive Q4 GDP likely to see UK avoid double-dip recession

David Page, Head of Macro Research at AXA Investment Managers, comments on the latest UK GDP figures