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Investment Management
The policy and productivity conundrum for the new Labour government
The Labour Party’s election win means it can govern with considerable freedom and as the party's fiscal agenda is modest, with a focus on delivering economic stability, there should also be limited implications...
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Investment Management
Opportunities in UK post-election
As widely expected, the Labour party won a convincing majority on 4 July elections and its leader Sir Keir Starmer becomes prime minister. While stock markets might once have taken fright at a Labour government,...
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Investment Management
The sectors ripe for disruption under Labour government
The Labour Party’s UK election victory could trigger major change for some areas with its new industrial strategy, green prosperity plan and wider investment commitments.
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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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Financial Advice
The watershed moment for AI
The arrival of ChatGPT brought AI to the masses but in asset management, where information is key to decision making, the effect has been dramatic.
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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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Financial Advice
Searching for future quality stocks
Active stock pickers are able to focus on companies more likely to experience positive surprises in revenue and profitability in the coming years.
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Investment Management
Three Fed scenarios, same result
Does it make sense to add duration to portfolios?
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Financial Advice
What investors need to know about concentration in ETFs
Half of the 20 largest ETFs in the world are classified as US equity products.
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Financial Advice
Biggest challenges for companies measuring climate risk
Climate risk has matured significantly, but there continue to be open questions about incorporating it into financial reporting and the implications it may have from an audit perspective.
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Financial Advice
Is AI the new electricity?
Companies, primarily the tech mega-caps, are spending billions of dollars on artificial intelligence graphics processing units (GPUs) and data centre buildouts as the recognise AI's potential is far-reaching....
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