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.

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 - No V in earnings

Social distancing seems to be affecting the ability of Premier League defenders to defend. Governments are closing bars and restaurants.

Iggo's insight - Six months home

The last six months have seen amazing returns from financial markets.

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.

The green transition: shifting from “tax & subsidy” to “tax & investment”

European Commission President, Ursula Van der Leyen, announced an even more ambitious “decarbonisation target” for the EU last week, rising from 40% to 55% by 2025.

ICEBERG DATA LAB AND I CARE & CONSULT SELECTED TO PROVIDE FIRST OF ITS KIND BIODIVERSITY IMPACT MEASUREMENT TOOL FOR INVESTORS

AXA Investment Managers, BNP Paribas Asset Management (“BNPP AM”), Sycomore Asset Management and Mirova (an affiliate of Natixis Investment Managers) are pleased to announce that they have selected...

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...

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...

Iggo's Insight - Living in a box

The US yield curve has rarely been inverted when the Fed funds rate has been this low. In fact, it has rarely been inverted when the Fed funds has been below 4%.

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...

Iggo's Insight - The Big H

We are consistently seeing technological progress towards the goal of de-carbonising our economies. Alternative energy is becoming cheaper and more and more activities have the opportunity to shift...

Insight - Rosenberg Equities The language of a crisis

Alongside rigorous financial statement analysis, the detailed evaluation of text data has become an important part of Rosenberg Equities’ research and investment process.

Market Thinking - COVID-19: Why 2020 is not 2008 – the fund manager view

As we consider how the world will recover from COVID-19, it is vital that we remain aware of how this crisis is very different in nature to the market shock of 2008/2009 and understand how this...

UK dividends will have fully recovered by 2022

There are reasons to be positive about the future of UK dividends as companies start recommencing payments, according to AXA IM portfolio managers Geroge Luckraft and Simon Young.

Iggo's Insight - A view from the markets – True Faith

Forward markets don’t see US 2-year Treasury yields above 1% again for at least five years. The technology sector has just delivered blow-out earnings numbers for Q2.

Insight - What you need to know about industrial robotics

The demand for industrial robots has accelerated due to the ongoing trend towards automation and innovative technological advancements.

Iggo's insight - European Summer

The strongly developing consensus appears to be pro-Europe relative to the US. A stronger Euro and a negative view on US equities is part of that. The political and health situation in the US is...

COVID-19: Stewardship and the pandemic

AXA Investment Managers (AXA IM) today publishes its H1 2020 Stewardship Report, outlining its engagement programme for the first half of the year and how it exercised its voting rights in H1 2020.

AXA IM's Gilles Moec: A four-day ordeal to a deal

Gilles Moec, Group Chief Economist at AXA Investment Managers comments on the approved European recovery debt plan: