450 insights found

Iggo's insight

Garland Day

Sentiment in markets has been positively impacted by signs of increased activity where lock-downs are starting to be lifted. This could continue as more restrictions are eased and consumers emerge fr ...

Responsible investment

COVID-19: Has your workplace changed forever?

The COVID-19 crisis threatens long-lasting changes to the way we work. It is affecting employees and employers everywhere.

Rosenberg equities

Global Factor Views

Despite Covid-19 lockdowns being eased in many countries, the crisis continues to hinder global economic activity. Authorities across the world have mounted a significant response using a combination ...

Fixed income

High yield: Opportunities on the rise as the fallen angels descend

The hit has been hard, but the sector might have the flexibility (and monetary policy support) to have a decent crisis

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 ...

Research & Investment Strategy

May investment strategy - Economies begin to emerge

The speed of the post lockdown recovery will be partly dependent on how the “saving overhang” is spent.

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.

Responsible investment

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

The battle against the COVID-19 pandemic will incur a huge cost to the global economy.