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Investment Management
How will the election impact UK gilts?
With the election result now in, should investors expect more of the same or brace for volatility? Chris Iggo, Chief Investment Officer, Core Investments at AXA IM unpicks what investors could expect....
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Investment Management
Will BoE cut rates in August?
Inflation is now at the 2% target, the first time since July 2021, and two monetary policy committee members voted for a 0.25bps cut at the June meeting.
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Investment Management
Will central banks ‘engineer’ a recession to return to 2%?
Returning to 2% inflation is not going to be easy. But what is not being openly discussed is that we might not be able to get back below 2% without a severe recession. AXA IM Core CIO Chris Iggo explores...
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Investment Management
Three Fed scenarios, same result
Does it make sense to add duration to portfolios?
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Investment Management
What are the risks in dividend strategies?
Dividend yield can be one of the main reason's to include a stock in a portfolio.
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Investment Management
The next US president's problems and priorities
Biden and Trump have each laid out how they would approach the fiscal cliff, but investors need to understand the range of potential outcomes, not to mention how messy the process could be.
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Investment Management
How important are income strategies for European investors?
Investors are looking for ways to diversify their income streams but are they opting for income funds?
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Investment Management
US asset managers concentrate more flows with the largest brokers
inding liquidity is the asset manager’s most challenging obstacle.
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Investment Management
How will a Bank of England rate cut impact markets?
Financial markets widely expect an interest rate hold by the Bank of England on June 20, but what if they’re wrong? A surprise cut is likely to have ripple effects across the stock, bond and currency...
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Investment Management
The generational opportunity in value equities
There is a big disconnect between global growth and global value, creating a fertile hunting ground for active managers. Professional investors only.
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Investment Management
Why regulation could be the silver lining for CP and money market products
Regulators have been increasing their scrutiny of the markets since the March 2020 Covid-related liquidity crisis.
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Investment Management
Tides are finally turning for UK assets
The UK has been treated as a pariah by investors as stock markets underperformed.
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