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26/06/2017 - Iggo's insight: a view from the bond market - commentary from Chris Iggo, AXA IM - June 23rd, 2017 - A year goes by

The UK is in chaos but you would have done quite well owning UK financial assets since that seminal Friday morning a year ago. It’s hard not to be bearish on the politics and economics for the UK going forward, but the benign global outlook may still lift sterling assets. Brexit negotiations are underway but clarity on the future relationship between the UK and Europe may take some time. Meanwhile, Europe is basking in optimism about growth and renewed hope for reform led by the M&M show. A...

21/06/2017 - AXA IM's Aidan Yao on MSCI inclusion: another ("symbolic") milestone for China's financial liberalisation

Aidan Yao, Senior Emerging Asia Economist at AXA Investment Managers (AXA IM), comments on China’s A-share inclusion in MSCI.

16/06/2017 - Iggo's insight: a view from the bond market - commentary from Chris Iggo, AXA IM - June 16th , 2017 - The long and short of inflation

Since the financial crisis, monetary policy has been focussed on avoiding deflation. The targets have been clear – restore inflation to the central bank Holy Grail level of 2%. Over the last year, with a broader economic expansion developing, confidence in reaching that target has increased. Indeed, the US Federal Reserve (Fed) has started to normalise interest rates as it feels inflation is set to return and stay on target. The European Central Bank (ECB) is looking forward to being in the...

15/06/2017 - AXA IM's David Page - US reaction: FOMC hikes and explains balance sheet unwind, medium term inflation view unchanged despite risks

David Page, Senior Economist at AXA Investment Managers (AXA IM), analyses the Federal Open Market Committee (FOMC) meeting.

12/06/2017 - Investor appetite for small caps has doubled

Research(1) commissioned by AXA Investment Managers (AXA IM) finds that while global investors remain concerned about short-term market volatility and liquidity when considering investing in small caps, investor interest in this asset class has grown significantly since last year. In 2016, 33% of investors questioned as part of a global survey of fund buyers said they intended to allocate to small caps but in 2017 this figure has nearly doubled to 60%.

09/06/2017 - AXA IM's David Page - UK Election 2017: Strong & stable gives way to weak & wobbly

Yesterday’s election defied polls delivering fewer seats to the ruling Conservative government, removing its outright majority.

09/06/2017 - Market Thinking - a view from the equity market - commentary from Mark Tinker, AXA IM

The ‘snap’ General Election in the UK – which has actually led to one of the longest ever election campaigns – was tragically overshadowed by terrorist atrocity and the voters’ focus shifted away from Brexit (which it was ostensibly about) to security and, it seems the attraction of free tuition fees for students which appears to have swung a lot of marginal seats to Labour.

09/06/2017 - Iggo's insight: a view from the bond market - commentary from Chris Iggo, AXA IM - June 9th , 2017 >>>>>Confusion <<<<<<

Britain hasn’t been doing elections (referendums) very well recently. Last year’s vote on European Union (EU) membership and the General Election of 2017 have not resulted in the desired outcome for the two people that called the vote. One is ‘no win political oblivion’, the other seems to be hanging on by a thread. More importantly, Britain faces huge uncertainty about its place in the world together with significant internal divisions. Going forward, one strategy might be to make sure...

02/06/2017 - AXA IM: Trump deals ‘final blow’ to Obama’s climate legacy – decision on wrong side of global trend

Matt Christensen, Global Head of Responsible Investment at AXA Investment Managers (AXA IM), comments on President Trump’s decision on the Paris Accord announced today

31/05/2017 - Iggo's insight: a view from the bond market - commentary from Chris Iggo, AXA IM - Don't Look Back In Anger

To say my thoughts have not been on financial markets this week would be something of an understatement. It seems that most market participants have been unengaged as well. That’s a good thing. It’s important to enjoy the spring and count your blessings once in a while. Markets are looking after themselves so we should embrace the calm while we can. No doubt something will come along to change the mood. It has been a week for sober reflection about a number of things. As far as investing...
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