607 insights found

Iggo's insight
3 minute read

Windmills of your mind

When things are bad, people think they are the worst of times. Today we have inflation, rising rates, slowing growth and polarized politics.

Iggo's insight

Summer blooms or temporary displays?

The mood is temporarily better in markets.

People

CEOs must drive cultural change to tackle the ‘Great Resignation’

It is clear the pandemic has dramatically transformed the way employees now view their workplace and employers must adapt to the new normal

Iggo's insight

Pull to par

Bond yields are still low relative to current inflation and to their history. As such, there isn’t much bullishness around fixed income.

Iggo's insight

In the thick of the tightening

The Fed is doing a good job now, putting up rates along the path that it has successfully set out for the market.

Iggo's insight

Back to which future?

It would be extraordinary if advanced economies had reverted to the price and wage setting behaviours of forty years ago in the space of just one year.

Iggo's insight

Soft landing anyone?

Market pricing and economic forecasts currently point to a soft landing in the US.

Market thinking

Ukraine crisis update: The outlook for financial markets, global growth and inflation

Four AXA IM experts outline their thoughts on the impact of the crisis on markets, the global macroeconomic outlook, the path of inflation and emerging markets.

Responsible investment

The impact of war in Ukraine should power the push for net zero

How can we sustain a post-COVID-19 recovery while addressing the impact of the Russian invasion of Ukraine?