647 publicaciones disponibles

Iggo's insight

13 de septiembre de 2019

Summer's Gone

The ECB has cemented low rates for a long time and it will also resume buying bonds. Can yields rise substantially in that environment? I suspect that bond yields remain low, even if they don’t plumb ...

Responsible investment

11 de septiembre de 2019

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.

Responsible investment

11 de septiembre de 2019

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.

Responsible investment

10 de septiembre de 2019

Climate scenario analysis: Assessing the future for investments

Climate change scenario analysis seeks to understand the future impact of global warming. Our approach tests the alignment of investment portfolios to future global warming outcomes – essentia ...

Research & Investment Strategy

10 de septiembre de 2019

China: source of tectonic shifts in global finance

China’s integration into the world will reshape the global financial system much like its economic integration did to the global economy.

Iggo's insight

6 de septiembre de 2019

Get Your Coat

The short-lived divergence of global monetary policy in 2017-2018 gave way to the super gravitational pull of negative interest rates in 2019.

Research & Investment Strategy

5 de septiembre de 2019

Italy: New cards on an old table

Italian politics are back at centre stage, with Lega party leader Matteo Salvini unexpectedly triggering a government crisis and making way for what in many ways is yet another spurious coalition. Th ...

Research & Investment Strategy

3 de septiembre de 2019

China – farewell to the large current account surplus

The steady erosion of China’s current account (CA) surplus is an illustration of the ongoing structural shifts in the Chinese economy and its changing relationship with the outside world.

Iggo's insight

30 de agosto de 2019

Definitely, Maybe

Suddenly the Brexit stakes have been raised. Prime Minister Johnson has made a call that convincing the world that he is prepared to leave the EU without a deal and that he is prepared to take risks ...