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.

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...

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.

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...

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:

Marco Morelli is appointed Executive Chairman of AXA Investment Managers and a member of AXA’s Management Committee, Gérald Harlin to retire at the end of September

AXA announced today that Marco Morelli, previously Chief Executive Officer of Monte dei Paschi di Siena, is appointed Executive Chairman of AXA Investment Managers (AXA IM) and a member of AXA’s...

AXA IM to expand its gender diversity voting policy for both developed and emerging market economies

AXA Investment Managers (AXA IM) today announces the expansion of its gender diversity voting policy in order to enhance its influence on companies, globally, to improve governance standards.

Iggo's Insight - Heading somewhere

Everybody should have an argument with themselves and with others now and again. Arguments rarely end in absolute agreement.

AXA IM's David Page - UK reaction : Chancellor Sunak spells out fresh fiscal stimulus – more likely necessary

David Page, Head of Macro Research at AXA Investment Managers, comments on Chancellor Sunak’s latest announcement

AXA IM publishes its 2020 climate strategy report

At AXA IM, we are deeply committed to tackling the impact of climate-related risks and as a large investor we have a clear role to play in limiting global warming.

Iggo's Insight - Now it gets tough

The second quarter was disastrous for society and the global economy. The danger on both fronts is passing only slowly.

Iggo's Insight - R-rate risk rise

Equities sold off this week as it became clear that the path to normalisation is not an easy one. Infection rates are rising in many parts of the United States and emerging markets, even while they...

Iggo's insight - The call on future growth

If companies survive, they have a chance to grow in the recovery. The credit backstop has helped the chances of corporate survival in most developed markets. It is tough, no question about it.

Iggo's Insight - Back for good?

The ECB and the German government added to policy support in Europe this week. This further fuelled the cyclical risk-on behaviour of markets. Returns are positively skewed, and dispersion has fallen.

US reaction: Fed continues to consider its options, while committing to be in it for "however long it takes"

Policy was unchanged with FFR at 0.0-0.25%, forward guidance remained unchanged and the Fed committed to at least maintain the current pace of asset purchases.

Iggo's Insight - Garland Day

Sentiment in markets has been positively impacted by signs of increased activity where lock-downs are starting to be lifted. This could continue as more restrictions are eased and consumers emerge...

AXA IM and XP Investments partner to bring digital economy and automation strategies to the Brazilian market

In an environment characterized by heightened market volatility and a sharp rise in employees working from home, AXA Investment Managers (“AXA IM”), a leader in active, long-term investing and XP...