486 insights found

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.

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?

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.

Responsible investment

Impact Engagement Principles Delivering on the UN Sustainable Development Goals

AXA IM believes that significant positive societal impact can be generated through listed assets investment strategies.

Iggo's insight

Covid hits WH

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

Iggo's insight

Six months home

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

Research & Investment Strategy

September Global Macro Monthly & Investment Strategy - 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

Research & Investment Strategy

The world’s factory in COVID-19: Can China secure its supply chain kingdom?

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 una ...

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.