AXA IM
US equities look safer than European but inflation worries are rising
The US economy is on course to do better than Europe post-lockdown, thereby supporting US equities but raising inflation worries, according to economists.
Three-quarters of schemes will be using CDI by next year, finds AXA IM
The majority of schemes are now using cashflow-driven investment (CDI) strategies as closures drive up the number of pensioners, AXA Investment Managers (AXA IM) research finds.
Bearish bonds: Are rising yields a thing of the past?
Partner Insight: For many investors, bonds represent only a 'safe haven' or 'low yielding' type of investment. But not all bonds represent safety, and there are many types of bonds that are able to provide a steady or high yield in all sorts of interest...
Global debt: Growing too much, too fast?
Partner Insight: The dangers of having too much debt in the economy are many, and as global debt hits a trillion-dollar high there are fears we could heading for a repeat of the global financial crisis.
AXA IM's consultant relations head moves to Lazard
Lisa O'Connor has joined Lazard Asset Management London as head of UK consultant relations.
The new pension scheme challenge - managing cashflow efficiently
Jonathan Crowther and Sebastien Proffit say schemes need to prepare their portfolios to deal with increased cashflow requirements.
AXA IM adds to institutional solutions team
AXA Investment Managers (AXA IM) has promoted Franz Wenzel to institutional solutions strategist.
UK pension funds take a closer look at ESG
Historically UK pension funds have been behind the curve when it comes to integrating ESG issues into investment decision making. However, Lynn Strongin-Dodds believes this is changing.
Calculating the cost of Brexit
While many hope a Brexit can be avoided the result is currently too close to call. Helen Morrissey looks at the potential impact of a decision to leave the EU.
Scheme case study: Closing deficits
After several years of trying to close its deficit the National Express Group Staff Pensions Plan decided to take a new approach. Helen Morrissey finds out more.
How ESG factors can support a buy and maintain approach
Lionel Pernias discusses the role ESG factors can play in supporting "buy and maintain" solutions.
Good yield hunting
As pension schemes continue their hunt for yield Fiona Southall looks at some of the issues that need to be considered before incorporating different credit strategies in a portfolio.
Are falling prices a risk to pension schemes?
Natasha Browne examines the likelihood of negative inflation and the consequences for pension schemes.
How low oil prices affect schemes
Oil prices have rapidly declined since last summer. Charlotte Moore looks at why this has happened and asks what the impact will be on pension schemes.
Eurozone QE to force pensions into multi-asset approach
What effect will the ECB’s QE programme have on pensions? Natasha Browne investigates
High oil prices bring uncertainty for schemes
PP looks at the perils and opportunities of plunging petro prices
Inflation switch has mixed effect for pension schemes
Natasha Browne examines the consequences of axing the retail prices index (RPI) inflation measure
Negative long dated Real Yields - Is this for Real?
Jonathan Crowther looks at the market for long dated gilts
Interpreting the indicators - understanding macroeconomic drivers of asset performance
Understanding the state of the economy is an important factor in any scheme's investment strategy according to Axa IM's Yoram Lustig.
Why LGPS funds are opening up to LDI strategies
Natasha Browne looks at why LGPS funds are only now beginning to tap into LDI
Schemes queue up to buy ILGs despite negative yield
A £5bn issuance of index-linked gilts (ILGs) yesterday was almost three times oversubscribed despite offering the lowest ever real yield for a bond of its type.
LGPS consultation: The industry responds
Natasha Browne examines the industry's response to the government's consultation on LGPS funds
Dealing with global disinflation
Natasha Browne looks at the causes of a prolonged period of falling inflation
Responsible investment climbing the investor agenda - AXA IM
Requests for environmental, social and governance (ESG) risk monitoring are on the increase as investors show greater interest in responsible investment, AXA Investment Managers (AXA IM) says.
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