Industry news and views from Panacea and our partners.
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AXA IM: How can investors gain from the clean economy?
Population growth and rising wealth continue to increase demand for energy, transportation, food, water and waste management.
Dividend update: AXA Framlington UK Equity Income Fund
Over a year on from the onset of the pandemic, we now have full twelve-month performance for AXA Framlington UK Equity Income and the impact of COVID-19 on its dividend.
AXA IM: Six-month review: AXA Global Strategic Bond Fund
Given the events over the past six months, we wanted to provide an update on performance and positioning for the recently launched onshore version of the AXA Global Strategic Bond Fund.
AXA Framlington Global Technology Strategy
Technology is driving change across the whole economy, offering investors exciting opportunities for growth. As people, businesses and governments adopt new technologies faster than ever before, technology is driving innovation in the economy, upending traditional business models and ways of operating.
AXA IM: Should UK investors worry about inflation?
Rising commodity prices, pandemic-related disruption and large stimulus programmes have all raised the stakes for investors. Join AXA IM’s Chris Iggo, CIO, Mark Healy, Senior Portfolio Manager, and Jamie Forbes-Wilson, Portfolio Manager, as they debate the outlook for inflation.
AX IM: UK equities: five reasons why now
Consider the case for UK equities, taking a look at the economic fundamentals, market valuations, and why some companies might emerge stronger from the pandemic.
AXA IM: UK companies: why now?
Explore the core arguments for investing in the UK today, and why UK-based investors in particular should be considering their home market.
AXA IM: Picking the Best of British during COVID-19 volatility
AXA IM’s George Luckraft discusses the benefits of staying active in UK equities and the risks posed by passive strategies
AXA IM: Cyber Monday: 4 reasons online sales are surging
In 2019, Cyber Monday sales reached a record-breaking $9.4bn. Find out the reasons in our infographic
AXA IM: Short duration bonds to the rescue?
With central banks seeming unlikely to raise rates over the near or even medium term, investors now urgently need to look further up the risk spectrum when it comes to their cash allocations.
Will the unprecedented speed of innovation deliver the solution so desperately needed, bringing current health crisis to an end?
AXA IM: Biotech and the battle to beat COVID-19
Will the unprecedented speed of innovation deliver the solution so desperately needed, bringing current health crisis to an end?
AXA IM: How unconstrained fixed income can help to smooth your journey
The fixed income universe comprises a variety of sub-asset classes offering a broad spectrum of potential risk and return outcomes. An active, unconstrained approach has the potential to use this diversification to smooth your overall journey through the economic cycle, as markets move and change.
AXA IM: 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. Chris discusses what the regulatory and legal risks as well changing patterns of consumer demand and investor preferences mean for the Oil & Gas and Tobacco sectors.
AXA IM: Why now could be a good time to consider the biotechnology sector
With over 10,000 know diseases and treatments for only approximately 500 of them, we are focusing not just on the treatments and vaccines for COVID-19 but innovations across the biotech space for a wide variety of diseases. Peter also discusses the valuations and the potential effect of US elections on the sector.
AXA IM: Why is China an important market for the biotech sector?
Peter Hughes, Portfolio Manager, Biotech & Longevity, Framlington Equities, talks about China’s rapid unfolding as a centre for biotech innovation over the recent years and how companies domiciled in China are emerging as innovation leaders.
AXA IM: Investment opportunities created by the search for Covid-19 vaccine
In this 3 min video, Peter Hughes, Portfolio Manager, explores what opportunities have emerged in the biotech sector due to the pursuit of the coronavirus treatment and vaccine.
AXA IM: Why now could be a good time to invest in global technology?
Jeremy Gleeson discusses investment themes within the sector, current valuations and the impact of the US elections.
Square Mile Research: Talking @ home with…
Square Mile’s Richard Romer-Lee speaks to Nicolas Trindade in the latest ‘Talking with’ interview.
AXA IM: Fed Monetary Policy review – no FAIT but what we make
David Page, Head of Macro Research at AXA Investment Managers, comments following the Federal Reserve Chair Powell’s first shared address to a (virtual) Jackson Hole Monetary Conference
AXA IM: What do dividend cuts mean for UK equity income investors post-COVID-19?
The impact of the coronavirus pandemic has been significant so far, with many countries around the world having swiftly entered a recession during the first half of 2020.
AXA IM: What investors need to know about fintech
We believe that FinTech represents a large an expanding ecosystem of companies which are still at the early stages of long-term growth. Do you know the 5 key points about FinTech industry?
AXA Investment managers: US High Yield Market and Strategy Update with Carl 'Pepper' Whitbeck
What are current investment opportunities and key themes and trends to watch in today's market setting? Find out here
AXA IM's David Page - UK reaction : Chancellor Sunak spells out fresh fiscal stimulus – more likely necessary
Chancellor Sunak addressed Parliament introducing a package of measures worth an estimated £30bn (1.5% of GDP) to try and minimise the increase in unemployment – and the potential long-term impact on the economy – of the pandemic.
Diverse opportunities in fixed income can help navigate the COVID-19 pandemic
The COVID-19 crisis has created a lot of turbulence within global financial markets over recent months. We believe short duration could appeal to investors concerned over low yields on mainstream government bonds.
AXA IM: Understanding investment strategies – Active Management
An opportunity to earn structured-CPD points by completing our short online modules via The Academy. One of the courses we offer focuses on advantages and disadvantages of active investing. Register today to get started, and remember when you complete each module you will receive a certificate and the time spent will contribute towards your annual 21 hours of structured CPD requirement.
AXA IM: UK dividends: weathering challenges, capturing opportunities
In direct response to the COVID-19 pandemic, the current outlook for dividends paid by UK-listed companies looks rather gloomy. It is not inconceivable to think that dividends for the FTSE All-Share Index could fall by more than 40% in 2020.
AXA IM: Will companies adapt and thrive, or stand still and dive?
When the coronavirus crisis hit, it shocked companies of all kinds. But as time goes on, businesses are finding ways to adapt, survive, and perhaps even become stronger. Seismic events like this often show us, as investors, what companies are really made of. Will only the fittest survive? We discuss in our new blog.
COVID-19 Impact: AXA IM's macroeconomic and investment strategy update - lifting the lockdown
Watch the replay of our latest webinar focusing on what lifting the lockdown could mean for the global economic recovery, as well as equity and bond markets.