412 insights found

Research & Investment Strategy

27 February 2020

February Investment Strategy - Central bank put, again…

Twice in 10 days the Chinese authorities have changed the way new Covid-19 cases are counted in Hubei, which means that most of the “epidemic projection” exercises, which have been so popular in the ...

Research & Investment Strategy

19 February 2020

Tomorrow Augmented: What is the 2019 Word of the Year?

Last year we revealed our inaugural Word of the Year by using our proprietary natural language processing (NLP) framework

Iggo's insight

14 February 2020

Love and life

The natural world is something that we can’t always control. Extreme weather and epidemics are now real threats to the functioning of society and economies. Up front is the coronavirus and its impact ...

Research & Investment Strategy

10 February 2020

Coronavirus – tracking the path, anticipating the impact

Just over a month since the new coronavirus – known as 2019-nCoV – was officially recognised there is only so much we can say about its likely impact. However, we can examine some plaus ...

Iggo's insight

07 February 2020

Can you rely on bonds?

The nirvana of long-term investing is high returns and low volatility. In core markets, higher returns come from equities, driven by economic growth.

Macro insights

04 February 2020

Coronavirus: First thoughts on the potential economic impact on China

Since the first case was reported to the World Health Organisation (WHO) on 31 December, the 2019-nCoV virus has spread at an exponential rate.

Quant Lab

03 February 2020

NLP-enabled impact investing

AXA IM wants to be able to assess information on how companies have a positive impact regarding the United Nations Sustainable Development Goals (SDGs).

Iggo's insight

31 January 2020

The opportunity set

Investors are rightly concerned about the coronavirus. We don’t have the ability to judge how long the epidemic will last and how bad it will get.

Research & Investment Strategy

29 January 2020

Emerging Thoughts

Investing in emerging markets: Myths, opportunities and misconceptions