I hope that 2013 will be a healthy and prosperous one. It has certainly started on a strong footing with equity markets up and credit spreads continuing to narrow. One of the major trends in the bond market has been the decline in the spreads between European peripheral and German government bonds. So now a…
It is clear that consumer aversion to risk is gaining ground, which is having an impact on their investment growth potential.
Julian Thompson has added industrial and consumer holdings to the £149.5m Axa Framlington Emerging Markets Fund as the sectors continue to do well for the portfolio.
Returns from fixed income will be lower in 2013 but this does not mean bonds are a bursting bubble, Axa Investment Manager’s Chris Iggo argues.
Mark Tinker sold one of the top holdings in his £243.2m Axa Framlington Global Opportunities Fund after it reported disappointing earnings.
Recent moves by the government to reduce the UK’s debt burden could be interpreted as “creative accounting”, says Axa Investment Management’s Chris Iggo.
'Lower for longer' is the conclusion that Chris Iggo comes to given his resignation that it is hard to reduce rates, boost growth and cut borrowing all at the same time.
Secular trends within computing and oil and gas shale exploitation, coupled with a renaissance of US manufacturing, hold the key to global growth, says AXA Framlington’s Nigel Thomas.
Axa Investment Managers has bolstered its multi-asset range with the addition of two Luxembourg-domiciled funds.
Axa Investment Managers has appointed a new Hong Kong-based emerging Asia economist.
Chris Iggo explains why the argument for bond yields remaining low are the same for corporate earnings growth being disappointing which explains why there is unlikely to be any shift out of bonds into equities.
With long-term break-even inflation rates below 2.5% for the developed markets, Chris Iggo makes the case for having inflation protection in his bond portfolios.
