AXA IM Insights Hub

Explore more about the strategy and current trends in asset management.

935 insights found

Iggo's insight

Where curves cross

Inflation and the most recent COVID wave might be near to their peaks.

Iggo's insight

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.

Iggo's insight

Ouch and happy holidays

The central banks are coming.

Iggo's insight

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

Responsible investment

Playing with fire: Measuring emissions from the world’s oil and gas fields

An assessment of greenhouse gas intensity and practices around venting and flaring at oil and gas producers should be a central part of any climate engagement for an active responsible investor.

Iggo's insight

More Jabs needed

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

Iggo's insight

Mind the gap

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

Iggo's insight

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.

Iggo's insight

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.

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1 insights found

Outlook 2022