Research - Into the bleak, debt winter
Research & Investment Strategy
October Global Macro Monthly & Investment Strategy - Into the bleak,...
AXA IM launches onshore Global Strategic Bond fund for UK investors
AXA Investment Managers (AXA IM) announces the launch of the AXA Global Strategic Bond fund, an onshore version of the successful global fixed income strategy it has been running for the past nine...
5G: What you need to know about innovation in mobile technology
Jeremy Gleeson, Portfolio Manager of the AXA Framlington Global Technology Fund, discusses how companies are adapting to innovation in mobile technology.
Iggo's Insight - Second lock
The increased number of positive COVID-19 cases across Europe has led to some restrictions on social mobility being re-imposed.
Sterling Credit Short Duration strategy The rally stalls
UK gilt yields fell in September as coronavirus case numbers continued to rise, threatening the global economic recovery.
Global Short Duration strategy The rally stalls
At its September policy meeting, the US Federal Reserve projected that its ultra-low interest rate policy would likely remain in place until the end of 2023.
Tomorrow Augmented COVID-19: Accelerating the energy transition and driving climate-friendly investment opportunities
Global lockdowns have had a positive impact on the environment. But will the crisis help accelerate the transition towards renewable energy, and what might the investment implications be?
What risks does increased focus on ESG pose to fossil fuel and tobacco stocks?
Fossil fuels is the biggest contributor to the greenhouse gas emission and therefore to the rise in the global temperatures.
Robotech strategy Improving global industrial robotics outlooks with demand supported by Electric Vehicles and Battery manufacturers
Global equity markets were weaker in September with COVID cases in Europe starting to rise and the uncertainty environment created by the upcoming US election.
Digital Economy strategy Following a strong recovery, markets had a pause for breath, but underlying trends are intact
Asia, where the pandemic seems to be under control, performed better than Europe and North America. In the US, concerns around the outcome of the presidential election, a lack of additional fiscal...
UK Multi-Cap strategy The government fiscal and monetary response will be a long-term determinant of the shape of the economic recovery
Concerns continue to grow as the end of the government’s furlough scheme approaches, and is replaced with a smaller Job Support Scheme, aimed at preserving employment in viable businesses rather...
UK Mid Cap strategy UK labour flexibility will help any economic adjustment that needs to be made
Concerns around the increase in COVID infections across several countries, the gradual withdrawal of fiscal support from governments, and political uncertainty associated with the US election and...
Iggo's Insight - No V in earnings
Social distancing seems to be affecting the ability of Premier League defenders to defend. Governments are closing bars and restaurants.
Global Strategic Bonds strategy Government bond volatility falls, credit spreads reverse
Government bonds continue to trade in a very tight range, with yields very low as central banks appear to have suppressed volatility in high quality bonds.
Tomorrow Augmented Price Is No Longer an Obstacle to Clean Power:
The costs of renewable energy and battery storage have plummeted, just as most old coal plants need to be replaced.
Research - How governments can respond to the COVID-19 debt surge
A theoretic overview of debt and the possible measures to reduce it
Question time with Peter Hughes
Peter Hughes , Portfolio Manager, Biotech & Longevity, Framlington Equities explains why now could be a good time to consider the biotechnology sector.
FinTech Strategy We expect positive FinTech newsflow to continue in the second half of the year
Global equity markets pulled back moderately in September after several months of solid performance.
Longevity Economy strategy Strategy outperformed reference benchmark as global equities suffered a modest decline
Many European countries experienced resurgent numbers of COVID-19 infections in September leading governments to re-impose some social distancing measures.