Green bonds are flourishing and this could just be the beginning

Growing environmental concerns have helped the green bond market expand rapidly in recent years

Carbon reduction: Moving away from carbon footprint towards carbon footpath

As concerns surrounding climate change continue to intensify, equity investors increasingly need to understand how this could
impact their investment portfolios. In addition to obvious...

UK faces Brexit-fuelled General Election – what happens next?

The General Election on 12 December will set the course for the UK’s exit – or not – from the European Union and the next phase of Brexit.

Cyber Monday: 4 razones que explican el auge de las ventas onlineg

Este “Cyber Monday” echamos un vistazo a la evolución de las ofertas online y el impacto de los hábitos del consumidor en el comercio electrónico

Iggo's Insight: A very British bounce?

There are potential opportunities in UK equities. However, these are dependent on the post-election and post-Brexit environment.

Sustainability: What will your impact be?

As the impact of human activities on the planet continues to rise on the global agenda, sustainable living and responsible investment have become the clarion calls of our time.

Climate Change and Investment

The environmental impact we are having on the planet is set to influence the way governments act, industries function and businesses behave in the coming years.

October Investment Strategy - Re-balance sheet policy

With some progress on the trade war and Brexit, some tail risks are receding. But we are far from resolution.

Cyber Monday: 4 razones que explican el auge de las ventas ‘online’

El fenómeno del “Cyber Monday” surgió como el equivalente digital del “Black Friday”) de Estados Unidos, creado por los comercios minoristas para promover las compras a través de internet.

Just Transition: Managing the social impact of a low-carbon transition

‘Just transition’ is the name given to an emerging concept taking into account the social impact on these workers and communities of transitioning to a low-carbon economy.

Iggo's Insight - Boom, bust or blah!

The end-cycle slowdown could still end up in a recession in the next year or so. But it would be an odd one. Real rates never got anywhere near as high as before previous recessions in the US and...

Macro insights - US GDP beats expectations, Fed cuts rates and UK Parliament agrees to December election

Last week was a big one for the US. Third quarter (Q3) GDP came in at 1.9%, modestly above our own 1.8% forecast and firmer than the consensus expectation of 1.6%.

Dividend investing in Eurozone equity markets

Dividend investing in Eurozone equity markets

Macro Insight - Fed expected to cut rates for third time in a big week of economic data

The economy forces its way onto the US centre stage this week. The Federal Reserve will announce its latest interest rate decision and give a press conference on Wednesday evening.

Biodiversity crisis: The role of investors in resolving species extinction - Part 2

AXA IM is set to start a biodiversity engagement programme with investee companies across several sectors, to better understand how such firms take this issue into account.

Biodiversity crisis: The role of investors in resolving species extinction - Part 1

We assess how investors are impacted by the practices of investee companies – in terms of those which cause biodiversity loss and others which are harmed by it.

Perspectives Global Equities - Q3 2019

Markets were given a boost early in the quarter when the US Federal Reserve (the Fed) cut interest rates and central banks globally maintained supportive monetary policies.

Macro insights - Chinese growth at three-decade low, Brexit deal agreed but uncertainty continues

Better September data not enough to arrest China’s growth slowdown. A moderate recovery in September activity failed to prevent China’s GDP growth from falling to 6% - its lowest in almost three...

US repo rate surge

Tensions in short-term funding markets in September suggest a fundamental scarcity of reserves.

Iggo's insight - Changes

Markets have performed well this year despite all the uncertainties. A clearing of some of those is possible in the weeks ahead (possible I said, not probable). If that does happen, risk is likely...