Insights Hub
851 insights found
18 March 2016
Iggo's Insight - A view from the bond market
Risk-on, risk-off, helicopter money, negative rates, central bank celebrities and doom and gloom This is the way of financial markets today. We’ve had a rally since the middle of February and it coul ...
09 December 2016
Iggo's Insight - A view from the bond market
Investor sentiment has changed. At the very least people are questioning whether the “lower for longer” view on interest rates is still the right roadmap. Donald Trump potentially changes that to a.. ...
17 June 2016
Iggo's Insight - A view from the bond market
Knowingly or otherwise, bond investors have entered a deal with the devil. Capital will be preserved by policy, at the expense of the return the holders of capital receive on their bonds. As time...
15 April 2016
Iggo's Insight - A view from the bond market
The IMF’s forecasts are for continued low nominal GDP growth in the advanced and emerging economies. It warns that this means sub-par recovery, constrained living standards and continued risks...
05 January 2016
Iggo's Insight - 2016 Fixed Income outlook
Chris Iggo, CIO, Fixed Income at AXA Investment Managers (AXA IM) discusses the outlook for fixed income in 2016: "Our overall view is bearish on fixed income as the state of the market makes it ...
17 November 2016
November Investment Strategy: And then there were none…
The US election should prove a game changer, well beyond economics
14 November 2016
Market Thinking - A view from the equity market
There has been so much already written about the US election, it feels difficult to add very much and we certainly try and avoid pontificating on politics, not least because things become emotional a ...
07 November 2016
Market Thinking - A view from the equity market
In some senses we have to question whether or not it is worth writing anything so close to the US presidential election. After all, in three days’ time, everything will be settled. Except of course.. ...
01 November 2016
Market Thinking - A view from the equity market
While we have the Federal Reserve (Fed) talking this week and the usual non-farm payrolls on Friday, it’s the FBI announcement last Friday that has obviously dominated market thinking for the last .. ...
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