Iggo's Insight- A view from the markets - Something for every view

The future is always unpredictable but when the recent past has been so strange the outlook is even more clouded. That makes investment decision making hard and trying to assess whether markets are...

Iggo's insight - Four strands of a medium term view

Recovery momentum in markets has faded in the last couple of weeks.

COVID-19: How a new breed of bonds can help finance the fight

Théo Kotula and Marie Fromaget, Responsible Investment Analysts at AXA Investment Managers, comment on COVID-19 bonds and how this new asset class can help finance the fight against coronavirus

Outlook for the green bond market looks promising following a compelling start to 2020 in difficult market conditions

Johann Plé, portfolio manager at AXA Investment Managers, comments on the outlook for the green bond market.

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...

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.

AXA IM to partner with the Access to Medicine Foundation and develop a philanthropy mechanism on its impact fund range

50% of the world’s population do not have proper access to healthcare and the current level of investments are insufficient to combat infectious diseases.

Iggo's insight - Risk premiums in phase 3

Recovery momentum in markets has faded in the last couple of weeks. The policy support will be there for a long time but investors have to now decide whether risk premiums are sufficient for the...

Iggo's Insight - Smelly Sludge not Black Gold

Oil prices peaked 12-years ago. This week there was excitement amongst some financial commentators that prices had gone negative.

Insight - COVID-19 Impact: AXA IM’s macroeconomic and investment strategy update – biotechnology and healthcare special

The COVID-19 crisis continues to cause significant volatility. This is an exceptional and defining time for the global economy, but policymakers and central banks are taking decisive action to...

US reaction: FOMC stands ready to do more if necessary

The Fed left monetary policy unchanged after its meeting this month.

Iggo's Insight - Debt Counselling

The big rise in government debt is one of the few certainties in the outlook.

AXA Investment Managers appoints Mark Hargraves Global Head of Framlington Equities and Isabelle de Gavoty Deputy Head of Framlington Equities

AXA Investment Managers (AXA IM) announces the appointment of Mark Hargraves as Global Head of Framlington Equities, effective immediately.

Iggo's Insight - A view from the markets – Cash-flow

This is a locked-down musing on the impact that disrupted cash-flows have on different asset classes. While government revenue is undercut by the recession, government can still fund itself and...

Iggo's Insight - Lessons from crises

Watching the epidemiological curves remains the most important short-term thing to do in financial markets.

Fed backstops the economy with $2.3trn in measures

David Page, Head of Macro Research at AXA Investment Managers, comments on the recent developments at the US Federal Reserve: