219 insights found

Iggo's insight

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 a ...

Iggo's insight

Four strands of a medium term view

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

Market thinking

COVID-19 Impact: AXA IM’s macroeconomic and investment strategy update – lifting the lockdown

The COVID-19 crisis continues to cause significant volatility.

Market thinking

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

The COVID-19 crisis continues to cause significant volatility.

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 unce ...

Market thinking

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 steady ...

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.

Market thinking

COVID-19 Impact: AXA IM’s macroeconomic and investment strategy update – the economic rebound

The COVID-19 crisis continues to cause significant volatility.

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.