disinflation not supposed to happen
Later this week the UK will release inflation data for April with the market consensus forecast that CPI dropped to 2.6% from 2.8% from March and that the RPI fell slightly to 3.1% from 3.3%.
Axa
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monetary policy high yielding assets
Chris Iggo explains why a Mark Carney-run Bank of England's could have a new remit, what it might look like, and what this all means for fixed interest investors.
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Morningstar upgrades a number of funds
BlackRock, Threadneedle and Axa are among the managers to have had their funds upgraded by Morningstar following the latest round of ratings updates.
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Italy problems resolved by Italy not ECB
One solution for Italy's economic/fiscal problems could mean pushing Italy closer to the edge of its own fiscal cliff so it finally recognises the need for action, says Chris Iggo.
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goodbye fiscal sovereignty hello spread narrowing
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…
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the worry about growing risk aversion
It is clear that consumer aversion to risk is gaining ground, which is having an impact on their investment growth potential.
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axa fram em adds industrial and consumer
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.
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iggo bond returns to fall
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.
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axas tinker drops top ten holding
Mark Tinker sold one of the top holdings in his £243.2m Axa Framlington Global Opportunities Fund after it reported disappointing earnings.
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uk debt profile smacks of creative accounting
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.
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UK debt could peak beyond 2014
'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.
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commerce defies backward looking economists
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.