Global Technology strategy - An improved sense of confidence from companies, in contrast to the significant lack of visibility when they reported their last quarter

During July, the MSCI World index fell by 1.4% , although this was mostly currency related as the US dollar weakened. The technology sector outperformed, finishing the month slightly negative with...

Global Thematics strategy - Q2 2020 corporate earnings results have allowed management teams to articulate improved visibility for the second half of the year

Global equity markets performed well during July, supported by second quarter corporate earnings which have largely beaten expectations and, in some cases, have allowed management teams to...

Longevity Economy strategy - Strategy outperformed benchmark as global equities continued to rally

The rally in global equities continued unabated as the MSCI AC World Index rose in July following on from the strongest quarterly performance since 2009 despite a pandemic that continues to grip...

Clean Economy strategy - We see an increased emphasis in Europe on the importance of shifting to a circular economy

Global equity markets continued their strong performance through July. Growth has continued to outperform Value during the month, and investors continue to reward those sectors which appear to...

FinTech Strategy - Second quarter results were strong across the fintech universe

Although global Covid19 infection rates showed no sign of slowing down, global equity markets performed well in July on the back of strong corporate earnings and generally strong second half...

Digital Economy strategy - Q2 2020 earnings season: companies within the portfolio are reporting mostly better than expected results

Global equity markets continued to rise in July, with the MSCI All Country World index gaining 5.3%

Robotech strategy - We see significant investment activity in the warehouse automation space at the moment

During July, the Robotech strategy performed strongly, continuing its rebound seen during the second quarter of the calendar year.

Can opportunities still be found in the UK market?

In this interview, Chris St John, Portfolio Manager for UK mid- and multi-cap strategies, discusses the effects of the pandemic on the UK market, and companies’ response to the fall in demand....

Iggo's Insight - A view from the markets – True Faith

Forward markets don’t see US 2-year Treasury yields above 1% again for at least five years. The technology sector has just delivered blow-out earnings numbers for Q2.

H1 2020 active ownership and stewardship report

Responsible investment in 2020 was meant to be all about starting the Transition Decade to a low-carbon future.

RI Insight - Responsible Investment Research - 2020 Proxy Voting Season Review: Beyond ‘business as usual’

The global COVID-19 pandemic brought disruption to voting season across Europe, North America and Japan. Companies struggled to host in-person meetings, but many quickly moved to hold virtual AGMs,...

Market Thinking - COVID-19: Why 2020 is not 2008 – the fund manager view

As we consider how the world will recover from COVID-19, it is vital that we remain aware of how this crisis is very different in nature to the market shock of 2008/2009 and understand how this...

COVID-19: Stewardship and the pandemic

AXA Investment Managers (AXA IM) today publishes its H1 2020 Stewardship Report, outlining its engagement programme for the first half of the year and how it exercised its voting rights in H1 2020.

Insight - Macro Research - US presidential election preview: You’re fired?

Outlook for the 2020 vote, and the potential economic and market consequences

Thematic equities in focus

Whilst the global economy has been significantly impacted by the COVID crisis and will take some time to recover, the macroeconomic conditions in major markets have improved in Q2 2020 with an...

Iggo's insight - European Summer

The strongly developing consensus appears to be pro-Europe relative to the US. A stronger Euro and a negative view on US equities is part of that. The political and health situation in the US is...

July Investment Strategy - And after the summer?

Europe has been enjoying a rare moment of outperformance recently.

Perspectives US High Yield -

To be sure, the month’s economic data remained deeply rooted in negative territory when viewed on a year-over-year basis. Then
again, some of the month-over-month changes from April to May produced...

Tomorrow Augmented 10 ways the longevity economy is changing the way we live now

Longevity is about ‘whole of life’ – not just end of life. People of all ages are likely to use goods and services that come under this umbrella – which includes wellness, health and medical...