With the new pension freedoms legislation now firmly part of the retirement planning landscape in the UK, the true implications of these changes are now starting to be truly understood. What is clear in our…
A summer of quiet contemplation For Professional Investors Only
The US Federal Reserve is unlikely to raise rates at its Federal Open Market Committee (FOMC) meeting on Tuesday. However, it will be interesting to see the FOMC’s view on why inflation figures in the…
Protected: AIMing for perfection For Professional Investors Only
By Matt Cable. The UK stockmarket as a whole has performed very well over the last twelve months, despite the obvious disruption from the Brexit vote last June. A glance at the various indices shows…
Five reasons to consider European equities For Professional Investors Only
The “United States of Europe” (USE) has been a work in progress since the end of World War II, when the region started the long, painful task of reunification and rebuilding. Now, with fallout from…
Mid-year outlook: be more selective in the second half For Professional Investors Only
At the mid-year point, US equities seem expensively valued in the face of dull economic growth and rising rates. By contrast, Europe looks attractive, as some of the key political risks fade, and the positive…
As the West Ages, Asia Grows For Professional Investors Only
Our clients and investment professionals recently met in Berlin for our annual AllianzGI Asia Conference. Here are some of the highlights from two days of discussions and events, which provided our guests with a host…
Platform Portfolios (video) For Professional Investors Only
Jeff Keen, a member of the MPS team and Asset Allocation Committee, reviews the performance of the portfolios over the last quarter and our outlook for investment markets.
The Benefits of Compounding Growth For Professional Investors Only
The power of compounding is a well-established concept, however its potential is often underestimated. The ability of an asset to generate consistent growing earnings by reinvesting operating cash flows is a fairly easy logic to…
The Good, the Bad and the Ugly For Professional Investors Only
Jonathan Baltora, Senior Portfolio Manager, discusses why a little inflation could be a good thing and why central bankers typically target 2% inflation.
Bonds Are Different: Active Versus Passive Management in 12 Points For Professional Investors Only
Opinions in the active-passive investment debate have drifted poles apart over recent years. We revisit this discussion by contrasting equity and bonds. We look at performance numbers and find that, unlike their stock counterparts, active…
What are the risks to portfolios of UK inflation? For Professional Investors Only
In this video, Chris Iggo, CIO Fixed Income at AXA Investment Managers, discusses inflation, the US Break Even Inflation Premium and how this impacts his perspective.
UK equities update by Nigel Thomas For Professional Investors Only
“Although larger cyclical companies are enjoying their day in the sun, we believe that it is the growth companies with growing dividends that will increase their shareholder returns over the long term.” One of my…
Video: Potential cost of sitting on cash For Professional Investors Only
Nicolas Trindade, Fund Manager, AXA Sterling Credit Short Duration Bond Fund, discusses the potential cost of sitting on cash.
Special report – Fixed Income Survey For Professional Investors Only
Financial Adviser (FA) recently published a Fixed Income Survey, in association with AXA Investment Managers. The results found that 51% of the 176 advisers surveyed with investment provisions said that they are very likely to…