Iggo's insight - Six months home

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

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...

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

The green transition: shifting from “tax & subsidy” to “tax & investment”

European Commission President, Ursula Van der Leyen, announced an even more ambitious “decarbonisation target” for the EU last week, rising from 40% to 55% by 2025.

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.

RI - TCFD report higlights - AXA IM Taskforce for Climate-related Financial Disclosure Report highlights

Responsible investment AXA IM Taskforce for Climate-related Financial Disclosure Report highlights ...

RI - Strategic Asset Allocation for a +1.5°C World: a proposed framework

Climate change is material risk - Global warming poses long-term physical risks as the climate changes, as well as nearer term risks as the energy sector shifts from fossil fuels to low-carbon...

Tomorrow Augmented COVID-19: Stewardship and the pandemic

How has the coronavirus crisis impacted stewardship and how we might invest?

RI Insight - Responsible Investment Research - 2020 Proxy Voting Season Review: Beyond ‘business as usual’

The global COVID-19 pandemic brought disruption to voting season across Europe, North America and Japan. Companies struggled to host in-person meetings, but many quickly moved to hold virtual AGMs,...

RI insight - Infographic - Perfect Blend Factor Investing

How do you like your coffee? Whatever you prefer, all coffees contain a small number of key ingredients. Factor investing may sound complex, but in essence, it’s nothing new. For decades, investors...

Tomorrow Augmented Social climbing: ESG investors get their heads around social risks

Thanks to COVID-19, ESG factors - and the social element in particular - are in the limelight

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.

Insight - Research Investment - The world’s factory in COVID-19

The Chinese economy has faced dramatic challenges over the past two years. The US/China trade war and the COVID-19 pandemic have delivered short-term shocks and left lingering long-term questions...

PRS: resilient income underpinned by demographics and urbanisation - Video Insight

In our new video, we discuss the findings of our recent whitepaper focused on the Private Rented Sector

Insight - COVID-19 update: US policy response

The effectiveness and impact of the US policy response.

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...

Tomorrow Augmented Infographic 10 ways the longevity economy is changing the way we live now

See some of the ways we are part of the longevity economy - from working out to booking a doctor's appointment

Digital Economy - What investors need to know about the digital economy

Learn more about the 4 Ds driving growth in the digital economy: Discovery, Decisions, Delivery, and Data & Enablers.

Research - Preserving “Made in China” in deglobalisation

Locking in supply chains requires continued reforms and opening up

Iggo's insight - Welcome to Fall

The equity market correction, led by the FAANGS, ahead of the US Labor Day holiday may or may not turn out to be sustained. There are plenty of commentators arguing, and hoping, that it will be on...