585 insights found

Market thinking

Investing in 2022: Four key market drivers

We look at some of the key issues investors will need to navigate over the coming 12 months.

Responsible investment

Sustainability-Linked Bonds: Our framework for Assessment

AXA IM is committed to the idea that investors will be better positioned if they acknowledge and address climate change and sustainability in their portfolios.

Market thinking

No immediate storm ahead, but insurers should use the lull to build portfolio resilience

Our central scenario remains positive for 2022

Iggo's insight

The real world

Markets are down and there is the threat of war in Eastern Europe.

Market thinking

Pensions Investment Outlook: Challenges and Opportunities

There are several uncertainties that are important for pension funds, including interest rates and whether the global economy is strong enough to cope with further potential COVID-19 related disrupti ...

Iggo's insight

Where curves cross

Inflation and the most recent COVID wave might be near to their peaks.

Iggo's insight

Beware the sirens’ call

The decision to put cash into markets this year depends on when investors think the interest rate cycle is properly priced.

Iggo's insight

Ouch and happy holidays

The central banks are coming.

Iggo's insight

Follow the curves

This week the UK government announced measures that tip the country slightly back in the direction of lockdown in response to the threat posed by high existing levels of COVID-19 infections