Bad, worse or just dandy

At some point, higher inflation could provoke a tightening of monetary policy that is beyond what is priced into markets.

Pay them and they will come?

The needles on the indicators of investment sentiment are all pointing down.

Autumn dawns and the living doesn’t get easier

The recovery keeps hitting speed bumps caused by supply side disruptions. The latest is the surge in energy prices

A modest interest rate cycle cometh…maybe

Central bankers have set out how they want to “normalise” monetary policy for some time.

Iggo's insight - 4,000 buses coming

The green borrowing strategy of the UK government kicks off soon with the sale of the first green gilt

AXA IM launches the ‘AXA IM Climate Transition Award’ in collaboration with the AXA Research Fund

The award will recognise transformative scientific research to power the climate transition and reach net zero

Iggo's insight - The supply wobble

The pandemic has disrupted global supply in product and labour markets. This

Iggo's insight - Real uncertainty

Climate change poses a risk to future economic growth. It also poses the threat of frequent and potentially damaging shocks to output.

Iggo's insight - Bumps in the road

Numerous factors continue to impact on the production and distribution of goods and the smooth operation of labour markets. Output numbers can be impacted and investor sentiment might be challenged...

Florence Dard and Marion Le Morhedec join AXA IM’s Management Board

AXA Investment Managers (AXA IM) announces the appointment of Florence Dard, Global Head of Client Group, Alts, and Marion Le Morhedec, Global Head of Fixed Income, as members of the Management...

AXA IM, Natixis IM, Sienna Investment Managers and Solactive partner to accelerate the development of Iceberg Data Lab, European provider of environmental data solutions

AXA Investment Managers (AXA IM), Natixis IM and its affiliate Mirova, Sienna Investment Managers and Solactive today announce they have entered into an agreement with Iceberg Data Lab to...

Iggo's insight - Kick-off

Central bankers think inflation has undershot medium term targets in recent years.

Iggo's Insight - Thinking about thinking

It appears that the US Federal Reserve (Fed) is closer to achieving its inflation target than it expected to be when the “average inflation rate” framework was first presented.

Iggo's insight - Richness all around

Iggo's insight Richness all around ...

Iggo's insight - More of the same

The second half of 2021 will be pretty much like the first half. Liquidity is plentiful and that will support asset prices. Short-term changes in sentiment will be driven by COVID news and central...

Iggo's Insight - Getting hot?

Worries about the economy overheating appear to have been overdone as the delta variant reminds us that the battle with the pandemic is far from over.

AXA IM’s Impact Investing strategy acquires ClimateSeed

AXA IM, through AXA IM Alts, a global leader in alternative investments with c. €162 billion of assets under management(1), has today announced the acquisition(2) of ClimateSeed, the voluntary...

AXA IM appoints Frédéric Clément as Global Head of Human Resources

AXA Investment Managers (AXA IM) announces the appointment of Frédéric Clément as Global Head of Human Resources replacing Amélie Watelet who becomes Human Resources Director of AXA France.

Market thinking - Measuring the effect of ¬ diversification into foreign credit

The challenges for investors from the insurance sector are clear, but the solutions sometimes less so.

AXA IM appoints Marion Le Morhedec as Global Head of Fixed Income

AXA Investment Managers (AXA IM) announces the appointment of Marion Le Morhedec as Global Head of Fixed Income, effective immediately.