457 insights found

Iggo's insight

Where curves cross

Inflation and the most recent COVID wave might be near to their peaks.

Iggo's insight

Beware the sirens’ call

The decision to put cash into markets this year depends on when investors think the interest rate cycle is properly priced.

Responsible investment

Climate change: How investors can help deliver a Just Transition

Climate change is well understood as a systemic risk, but there is less understanding of how the transition to a low-carbon economy might affect society A Just Transition would seek to leave no one b ...

Fixed income

Fixed income outlook: Is the market overly hawkish?

After the bond bear market of 2021, valuations look more attractive in an environment where interest rate rises may already be priced in.

Outlook

H1 2022 Asia and China outlook - Media Briefing Highlights (with playback)

AXA Investment Managers (AXA IM) says that while inflation is currently the main theme and will remain so for the coming year, the underlying upward pressures have peaked in western economies and whe ...

Responsible investment

Carbon offsets: A necessary tool, but only under close scrutiny and precise conditions

If the world is going to limit global warming to +1.5°C from pre-industrial times, as set out in the Paris Agreement, global carbon emissions need to hit net zero by 2050. Every company will have a u ...

Iggo's insight

Ouch and happy holidays

The central banks are coming.

The Evolving Economy

A Few Hundred Billion Dollars Won’t Fix All the Shortages

Governments are making multibillion-dollar announcements to deal with the global chip shortage. That's unlikely to help at this point and only risks muddying priorities for the future.

Iggo's insight

Follow the curves

This week the UK government announced measures that tip the country slightly back in the direction of lockdown in response to the threat posed by high existing levels of COVID-19 infections