Content (13)
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White papersRedefining Activism: Why ESG is good – but no longer enough
When I was a kid, I loved to sprint. But later, as a cross-country runner, I learned the value of pacing and the importance of seeing the big picture when aiming for the finish line. The further away your goal, the more important a robust methodology becomes.
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Why cashflow driven investment is changing the pension investment landscape
Interview with Sebastien Proffit, Head of Portfolio Solutions, Fixed Income, AXA Investment Managers.
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Why it’s time to stop thinking of gender diversity as a zero-sum game
Anne Tolmunen, Portfolio manager, AXA IM Framlington Equities, Kathryn McDonald, Head of Sustainable Investing, AXA IM Rosenberg Equities and Marie Fromaget, Human Capital and Diversity Analyst, AXA IM, explain why improving diversity is important not just for the bottom line but for society as a whole.
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White papers
Climate Change and Investment
The environmental impact we are having on the planet is highlighted in 2018’s Global Risks Report by the World Economic Forum. Three of the top five risks are environmental, and all have a higher-than-average likelihood of occurrence. It is time for governments and businesses to seize the initiative and pave the way for new opportunities.
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How responsible should bond investors be?
Fixed income (FI) investors can have huge influence on markets, and, therefore, we have a huge responsibility.
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ESG and Healthcare: The challenges ahead
Operating at the cutting edge of one of the world’s biggest long-term challenges, the quest for longer, healthier lives, the health care sector offers an interesting mix of challenge and opportunity from an ESG perspective.
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Securitisation – Friend Not Foe
AXA Investment Managers explores how securitisation has evolved since the financial crisis, and dispels the negative myths which have lingered for institutional investors
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Green bonds are flourishing and this could be just the beginning
Despite the US administration’s head- line-grabbing decision to pull out of the Paris Climate Accord, the accord’s key pledge to maintain global temperatures ‘well below’ 2°C above pre-industrial levels remains firmly in place.
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Harnessing the unique characteristics of CLO Equities for a credit portfolio
The recent performance of collateralised loan obligation (CLO) equity has been impressive. In fact, over the 10 years to the end of 2016, the annualised performance of the asset class surpassed that of private equity, equities and high yield.
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Responsible investing’s ‘Big Bang’ has lost none of its spark
The COP21 Paris Conference in 2015 was undoubtedly climate change’s ‘big bang’, but nevertheless a certain amount of scepticism greeted the legislation. After all, many had questions about how forms would integrate environmental, social and govern- ance (ESG) criteria into traditional asset manage- ment models.
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White papers
Inflation: the good, the bad and the ugly
Global inflation is heating up. According to the International Monetary Fund, the global consumer price index (CPI) is expected to rise from its recent 2015 low of 2.8% to 3.5% in 2017 and then hover around this level for the next five years.
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Investor’s opportunity: navigating across the credit continuum
There are two main reasons that have led institutional investors to start navigating across the credit continuum: diversification and potential yield enhancement.
