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 - Say goodbye, say hello

It seems we might have reached the point when it is reasonable to expect that growth will extend beyond online shopping, communications, payments systems and distribution businesses.

Iggo's Insight - Hoping to give thanks

Markets want to trade with cyclical hope but we might be back in a wait-and-see regime for a few weeks.

Iggo's insight - See the light

Stock markets reached record highs before the Thanksgiving holiday.

Iggo's Insight - Shaken or stirred, Mr Bond?

There are still lots of reasons not to be bearish on fixed income. However, the macro outlook does lend itself to the idea that somewhat higher yields would not be out of place.

Iggo's Insight - Risk premium repression

In 2021 the pandemic should be over, Trump will be gone and Brexit done. But one thing will still be with us and that is the overwhelming influence of monetary policy over financial markets

AXA IM appoints Marcello Arona as CEO of AXA IM UK & AXA IM GS

AXA Investment Managers (AXA IM) announces the appointment of Marcello Arona as CEO of AXA IM UK & AXA IM GS1, effective 1 April 2021 subject to FCA approval.

UK Reaction: MPC sits tight amidst “unusual” uncertainty

David Page, Head of Macro Research at AXA Investment Managers, comments on the latest developments at the Bank of England:

AXA IM to join the Net Zero Asset Managers initiative and to commit to net zero emissions goal

AXA Investment Managers (AXA IM) announces its commitment to bring carbon emissions across all assets to a target-based net zero goal by 2050 or sooner, by joining the newly created Net Zero Asset...

BPCE issues €100 million of transition bonds, invested by AXA IM, to finance Natixis’ assets contributing to the energy transition

On behalf of AXA Group, AXA Investment Managers (AXA IM) is investing in €100 million of senior non-preferred transition bonds, contributing to the financing of energy transition assets. The bonds...

Green bonds market to top the $1tr mark in 2021

With a record number of issuances following the launch of various sovereign green bonds and overall diversification of issuers, 2020 has been another huge step forward for the green bond market....

Market Thinking - What investors should expect in 2021: The key areas shaping markets

Most of us are understandably looking forward to seeing 2020 in the rear-view mirror.

Market thinking - Where can investors potentially seek income in today’s low yielding environment?

The coronavirus pandemic has created uncertainty no matter what your investment objective.

Iggo's Insight - And the winner is....

It’s been a fascinating US election so far, as we all thought it would be. Fears of a presidential meltdown at the prospect of losing appear to be materialising before our eyes.

Iggo's insight - The trade-off

Comparedto the spring we have higher economic activity today even with much higher coronavirus cases.

Iggo's Insight - Go for growth

The economy always plays a role in how people vote. Prior to the coronavirus crisis, the economy had performed well under Trump.

Six asset managers call on French large caps to establish action plan to have at least 30% women in executive management teams by 2025

Six asset management companies representing nearly 3 trillion euros in assets under management – Amundi, AXA Investment Managers (AXA IM), La Banque Postale Asset Management (LBP AM), Sycomore...

Iggo's insight - Covid hits WH

The symbolism of President Trump testing positive for coronavirus will not be lost on market participants and economists.

Iggo's Insight - Second lock

The increased number of positive COVID-19 cases across Europe has led to some restrictions on social mobility being re-imposed.