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White papersNavigating an inflationary environment in US and global equities
Forty years … That’s how long it has been since the Great Inflation, which lasted from 1965 to 1982 and saw inflation in the US climb as high as 13.5%. According to Michael Bryan of the Federal Reserve Bank of Atlanta, it was the “defining macroeconomic event of the second half of the twentieth century … there were four economic recessions, two severe energy shortages, and the unprecedented implementation of wage and price controls”.
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White papers
Investing in the green economy 2022
This report discusses key trends and insights in the global green economy based on FTSE Russell Green Revenue data – a unique source providing granular, bottom-up information on corporate revenues from green products and services. Read it to better understand the size of the global green economy, how it has performed, what that performance is attributed to, and whether its long-term growth drivers remain intact.
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White papers
Biodiversity – “The foundation upon which we can build back better”
Biodiversity loss threatens the world’s ability to tackle issues such as poverty, hunger, poor health and water shortages – problems that need addressing to future-proof the planet’s liveability and sustain the economy. It amounts to value destruction and as such, it is relevant to us all, whether we are investors, asset managers or ordinary citizens.
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White papers
*ESG investing and money market funds – Odd bedfellows or a good match?*
Applying ESG considerations to investing is perhaps more obvious when dealing with companies where pollution, health & safety and other issues can be tied to their activities and be tackled more easily. However, in money market investing too, it is valuable to scrutinise ESG standards when addressing, for example, climate change or the energy transition.
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White papers
The Great Barriers To Entry
Semiconductor leaders in Asia planning to hike prices by as much as 20% Chip demand continues to outstrip supply even as growth fears bite Production is heavily dependent on a few countries and firms
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White papers
Cryptocurrency Investing - Powerful Diversifier or Portfolio Kryptonite?
Red dogs, stump tails and blue pups were just some of the creative names for the ultimately doomed currencies issued by poorly capitalized state-chartered banks during the wildcat banking era in U.S. monetary history from 1837 to 1863 – until Congress finally passed legislation that created a single centrally backed national U.S. currency.
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White papers
Blog | Spike in nominal yields hit longer-dated inflation-linked bonds YTD
As economies recovered from the Covid-19 pandemic, investors have rotated away from conventional government bonds and sought inflation protection in the reflation trade by switching into inflation-linked bonds. As a result, yields on inflation-linked bonds (IL) fell sharply.
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White papers
Multi-factor equity strategies that outperform when rates rise: what’s inside?
A well-diversified strategy invested in value, quality, low risk and momentum stocks should do well, irrespective of which way interest rates move. According to our research, rising rates should not affect this strategy’s ability to outperform a market capitalisation benchmark index.
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White papers
Drilling Down: Oil Production Scenarios Across Countries
With economies scrambling for alternatives to Russian fossil fuels, Dina Ting, our Head of Global Index Portfolio Management, offers perspective on single-country portfolio exposure to other world oil producers.
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White papers
5G Digitalization: Bringing the Back Office Forward
5G digitalization technology is streamlining small and mid-sized businesses’ (SMB) back office processes. What opportunities could this bring?
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White papers
The Widening Appeal of Private Placements & Infrastructure Debt
Illiquid asset classes like private placements and infrastructure debt can offer investors incremental risk-adjusted returns, as well as a number of other compelling competitive advantages.
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White papers
How the Ukraine crisis could affect global food sustainability
With the prices of various food staples off the charts, Robert-Alexandre Poujade explores the knock-on effects that Russia’s invasion of Ukraine will likely have on global food security and broader sustainability.
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White papers
A fireside chat about the Hong Kong dollar as it revisits 7.85
For the first time since 2019, the Hong Kong dollar (HKD) has fallen to the lower end of the Convertibility-Undertaking threshold, under which the Hong Kong Monetary Authority limits the currency’s trading range against the US dollar. Chi Lo, our senior market strategist in Hong Kong, explains what is happening and discusses the mechanism in place to sustain the Hong Kong dollar peg.
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White papers
Credit: This Time Is Different?
With market volatility at the extreme, Franklin Templeton Investment Solutions looks back at history to see what to expect from certain fixed income asset classes, noting that history may not repeat.
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White papers
Municipal bond mutual funds: cornerstone of a strong portfolio
For US dollar investors, including some municipal bond (‘muni’) exposure should be core to their strategic asset allocation, adding diversity and quality to their investment portfolios. Historically, the market has been dominated by retail investors allocating into single assets without much focus on risk characteristics. This is changing, and FTSE Russell has adapted its muni indices to facilitate this process.
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White papers
Engagement theme: Biodiversity collapse
At AXA IM, we are committed to biodiversity protection. Throughout 2021, this commitment has been continually reaffirmed through a series of actions: Reinforcement of our biodiversity strategy and enhancement of our Deforestation and Ecosystems Protection Policy; further integration of biodiversity issues based on continuous engagement activities; and the consideration of new biodiversity dedicated data developed by our partner Iceberg Data Lab.
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White papers
Engagement theme: Climate change
Climate change is one of the central pillars of AXA IM’s engagement with companies. While this theme is transversal and relevant to all firms from all sectors, we focus our efforts where materiality is greatest, notably energy (hence the relevance of UN SDG 7 and SDG 13), but also banks – through their lending policies as well as the building materials industry.
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White papers
Asset Class Return Forecasts - Q2 2022
The continuing surging inflation due to the supply shocks and the Ukrainian conflict have dominated headlines compounding to the possible repercussions surrounding climate change, further affecting economic and financial indicators in the medium term and beyond.
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White papers
Climate Transition risk in Fixed Income Insurance Investment
Generali Insurance Asset Management
