Iggo's insight - Specific and Limited Bearishness

Politics in the US and the UK are contributing to market moves. Uncertainty over US election outcomes is growing, and the stock market seems to be going through a pattern that has been seen in...

Iggo's insight - Covid hits WH

The symbolism of President Trump testing positive for coronavirus will not be lost on market participants and economists.

Multi-Asset Investment Views - October 2020

In October’s quarterly video, Serge Pizem, Head of Multi-Asset, shares his views on the global market outlook.

Research - Focus on the swoosh or the push?

The recent dataflow is consistent with our base case: the world’s economy is not experiencing a “V-shape” recovery, but rather is following a “swoosh” trajectory in which after an initial...

Iggo's Insight - Go for growth

The economy always plays a role in how people vote. Prior to the coronavirus crisis, the economy had performed well under Trump.

Tomorrow Augmented COVID-19: Accelerating the energy transition and driving climate-friendly investment opportunities

Global lockdowns have had a positive impact on the environment. But will the crisis help accelerate the transition towards renewable energy, and what might the investment implications be?

Research - Individual government challenges and the Covid-19 debt surge

Considering the rise in government debt in key developed markets

Evolving Economy - Digital Economy with Jeremy Gleeson

The Evolving Economy Looking back at the evolution of the digital economy with Jeremy Gleeson ...

Research - Biden his time

The US has seen fewer new virus cases since its summer peak, but the virus is rising sharply in some European countries and across emerging markets more broadly

AXA IM Embraces Global Energy Transition with Launch of Clean Economy Fund

AXA Investment Managers (AXA IM) today announces the launch of the AXA World Funds Framlington Clean Economy fund which seeks to provide investors with access to the long term growth potential of...

Research - Addicted to policies

The real economy is softening faster than we expected.

Research - Into the bleak, debt winter

Research & Investment Strategy October Global Macro Monthly & Investment Strategy - Into the bleak,...

Responsible Investment - Biodiversity crisis: Why agriculture threatens biodiversity, and how responsible investors can respond

Biodiversity plays a crucial role in protecting our health. It is only by understanding and respecting its limits that we will maintain the ecosystems that ensure our survival.

Iggo's Insight - Second lock

The increased number of positive COVID-19 cases across Europe has led to some restrictions on social mobility being re-imposed.

Iggo's Insight - No V in earnings

Social distancing seems to be affecting the ability of Premier League defenders to defend. Governments are closing bars and restaurants.

Research - How governments can respond to the COVID-19 debt surge

A theoretic overview of debt and the possible measures to reduce it

Macrocast 61 - Gravity wins in the end

Traditional macro indicators are pointing to a relapse in Europe – but the situation in the US is also fragile.

Iggo's insight - Six months home

The last six months have seen amazing returns from financial markets.

Iggo's insight - Word Up

Risk-free yields and curves are range-bound and will remain so as central banks strengthen their resolve to encourage a rise in inflation.