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.

Iggo's insight - Richness all around

Iggo's insight Richness all around ...

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.

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.

AXA IM expands its palm oil policy to protect ecosystems and fight deforestation

AXA IM has set clear guidelines to limit investment in companies involved in deforestation and natural ecosystem conversion, including companies operating in the palm oil, soy, timber and cattle...

Iggo's insight - Kick-off

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

Iggo's insight - A view from the markets – Sunny with distant clouds

The world remains almost perfect for equities. Growth is strong and earnings are rising.

Iggo's insight - A token price

Part of the crypto finance infrastructure went public this week by issuing traditional equity on a traditional exchange to raise traditional dollars.

Iggo's Insight - Super greed

Unbridled capitalism has its limits. This has been confirmed by football (soccer). Customers (fans) have been deprived of fully enjoying the product for the last year and the suggestion that it...

Iggo's insight - Spring unleashed

The vaccination roll-out appears to be providing some breathing space for markets and society as a whole in countries that have been able to achieve a fairly high level of coverage.

Chris Iggo - Pricing ESG risk (or not)

Risks associated with the environmental, social and governance profile of a business are not quantified in a standardised way across the investment industry.

Iggo's insight - Fuel from the bin

As time goes by, it becomes clearer what needs to be done to accelerate the shift to a zero carbon economy.

Iggo's insight - Getting curvy

Inflation is a key focus for investors, meaning uncertainty over what happens to interest rates.

Iggo's insight - A new commodity boom

Commodity prices are booming. This is consistent with strong growth, equity outperformance and rising long-term yields.

Market Insight - The “great acceleration” intensifies pressure on insurers

While the world is recovering from 2020’s massive shock, it accentuated the challenges facing insurers.

AXA IM appoints two Responsible Investment experts

AXA Investment Managers (AXA IM) announces the appointment of Olivier Eugène as Head of Climate and Liudmila Strakodonskaya as ESG analyst, further strengthening AXA IM’s Responsible Investment...

AXA IM reaches €13bn milestone in green, social and sustainability bonds and unveils a strengthened framework to assess such investments

AXA Investment Managers (AXA IM) announces that it has reached €10 billion in green bond, €2bn in social bond and over €1bn in sustainability bond investments across its portfolios as a result of...