All Articles tagged with 'Chris Iggo'

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Markets look beyond geopolitics as AI and rate hopes drive returns

From AXA Investment Managers

The current peace deal may be fragile, but markets need it to be genuine. If inflation and interest rate risk moderates, bond returns could potentially be sustained at a healthy

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25 Jun 2026

Resilient to bubbles and bullets

From AXA Investment Managers

Shock, adjust, continue The Iran war started more than three months ago now. Investors spent a lot of time in March trying to define different scenarios and predict how the

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12 Jun 2026

AI disruption reshapes markets

From BNP Paribas

Jobs and business models are at risk from artificial intelligence disruption. That is spooking markets as it is difficult to put a valuation on companies that could be vulnerable to

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19 Feb 2026

The ‘Gini’ is out of the bottle

From AXA Investment Managers

Recession proof (?) Recent global equity market price momentum has been strong despite ongoing policy uncertainty, escalated military conflict in the Middle East, and lower consensus economic growth forecasts. A

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16 Jul 2025

Uncertainty continues to dictate outlook

From AXA Investment Managers

Investors await clarity on US policy US policy uncertainty and its outlook implications remain front and centre. In the case of adverse outcomes, US assets remain most at risk, given

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12 Jun 2025

Keep the poise, ignore the noise

From AXA Investment Managers

The global geopolitical and economic discourse has become confrontational. This creates uncertainty for investors. Sentiment is volatile. Away from the noise, net market returns are nothing special. The trade war,

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04 Jun 2025

A turnaround or more uncertainty – where to next for markets?

From AXA Investment Managers

Markets are back to where they were before 2 April. Economists thought a recession was a sure bet but are not so convinced now. Investor sentiment – or at least

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21 May 2025

How investors can get on board with sustainable travel and transport

From AXA Investment Managers

International travel is returning to near pre-pandemic levels, highlighting the sustainability challenges for the sector. Policymakers are taking decisive action to reduce emissions from transport while new technologies are popularising

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28 Sep 2023

The role of investors in protecting biodiversity

From AXA IM Investment Institute

Focusing on investing in firms more conscious of their biodiversity impact should provide rewards for the planet and for investors, writes Chris Iggo, Chair of the AXA IM Investment Institute

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07 Sep 2023

Rising US debt default overtakes inflation concerns

From AXA IM Investment Institute

Higher carry in bond markets means fixed income returns should beat inflation this year. And they are on track. Inflation continues to fall and central banks, having increased rates again

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17 May 2023

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]