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Investment Management
Think carefully about market expectations
The longer the wait, the better the outcome - or not.
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Investment Management
How will Labour government impact wallets and portfolios?
Keir Starmer has chosen his cabinet, held his first press conference, and had his first conference call with US president Joe Biden. What's next?
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Investment Management
Is blood glucose monitoring the next big wellness trend?
There is strong interest but will the cost put consumers off?
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Investment Management
What is market efficiency and how does it impact investors?
Are markets efficient all the time? Read on to find out more.
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Investment Management
What is the most robust way to value companies?
While the price to earnings (P/E) ratio is a popular and commonly used metric in equity valuation, a healthy dose of caution is required.
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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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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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