High yield concerns rising but not too high yet
The FCA’s warning on corporate bonds last week is the latest in a number of alarm bells but commentators remain mixed on just how concerned investors should be.
Axa
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Dividend growth an income divining rod
Dividend growth is a key factor, it is one of the drivers of share price performance argues AXA’s Jamie Forbes Wilson
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AXA IM appoints new structured finance head
AXA Investment Managers has appointed Deborah Shire as head of structured finance. She joins on 1 September and will be based in Paris-based, reporting to global head of fixed income and structured finance John Porter.
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Mega caps the answer to volatility AXA says
Mega caps key over the coming months according to AXA Investment Managers
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Volatility risks and monetary inactivism
Chris Iggo, CIO Fixed Income, AXA IM believes that markets may look back on this period after summer and wonder why volatility was so low.
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AXA Wealth platform hits 8bn
Assets on its adviser investment platform Elevate reached £8bn
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BlackRock weighs in on AstraZeneca
Blackrock has publicly urged the AstraZeneca board to re-engage with potential buyer Pfizer
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Axa IMs Thomas to look beyond digital comms
Axa Investment Managers’ Nigel Thomas has stated his respect for companies that cope particularly well with “disruptive technologies, business cycles and new secular trends” in his latest six-monthly report.
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Axa Wealth grows AUM 8
Axa Wealth has grown its AUM 8% to £25.9b in the year to 31 March 2014
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Is QE the right option for Europe Axa IM
The ECB again kept policy unchanged last week so it is worth considering the merits of doing QE at this time.
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From risk aversion to rate fears Iggo
Bonds rally, who knew? Axa IM’s Chris Iggo walks through his big macro themes of the moment
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Linker fans do not fear QE end Axa IM
Inflation linker investors shouldnt fear the end of QE