Insights Hub
977 insights found
07 February 2020
Can you rely on bonds?
The nirvana of long-term investing is high returns and low volatility. In core markets, higher returns come from equities, driven by economic growth.
05 February 2020
Why high-yield bonds are an alternative to equity investments
As investors, we are often liable for thinking in specific asset class buckets rather than taking a broader view of the investment universe. Yet, taking that cross-asset class view can allow for some ...
04 February 2020
Coronavirus: First thoughts on the potential economic impact on China
Since the first case was reported to the World Health Organisation (WHO) on 31 December, the 2019-nCoV virus has spread at an exponential rate.
03 February 2020
NLP-enabled impact investing
AXA IM wants to be able to assess information on how companies have a positive impact regarding the United Nations Sustainable Development Goals (SDGs).
03 February 2020
Groundhog day comes after Brexit day
Many “accidents” weighed on GDP growth in late 2019 so that a natural rebound could have been expected in Q1 but soft data is likely to start reflecting the concerns around the coronavirus epidemic.
31 January 2020
The opportunity set
Investors are rightly concerned about the coronavirus. We don’t have the ability to judge how long the epidemic will last and how bad it will get.
31 January 2020
It’s a match: How do dating apps make money?
Online dating is now widely, and increasingly, accessible thanks to the adoption of smartphones - those in the market for romance can now easily search for potential partners using a variety of crite ...
29 January 2020
Emerging Thoughts
Investing in emerging markets: Myths, opportunities and misconceptions
28 January 2020
Rosenberg Global Equities Perspectives
Global equities had a strong final quarter of the year, with the MSCI World Index advancing 8.3% in dollar terms, the announcement of a ‘Phase One’ trade deal between the US and China and a reduction ...
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