Beware the sirens’ call

The decision to put cash into markets this year depends on when investors think the interest rate cycle is properly priced.

More Jabs needed

Inflation and Omicron pose major concerns for investors and policy makers as 2021 draws to a close.

Ouch and happy holidays

The central banks are coming.

Follow the curves

This week the UK government announced measures that tip the country slightly back in the direction of lockdown in response to the threat posed by high existing levels of COVID-19 infections

Mind the gap

The gap between realised inflation and the contemporaneous level of bond yields has never been higher

Six and out?

Inflation dominates the investment backdrop but we have been reminded this week that COVID can still play a role in how the macro outlook unfolds.

Everything’s going green

The world is probably not on track yet to preventing global temperatures rising by more than 1.5oC above pre-industrial levels.

Lost control?

Rate expectations shot up in October. We may get a small rate rise in the UK this week.

Bonds back better?

If economists are right, 2022 will be the second year of well above trend nominal GDP growth.

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...