Chris Iggo

Funds management

Threat of US rate hike necessitates inflation-linked bond usage

There is a role for advisers using inflation-linked bonds in portfolios, according to AXA IM, as the possibility of higher inflation necessitating another US rate hike is...

Funds management

Delta points to 1% bond yields within weeks

There is the possibility of the US 10-year bond yields hitting 1% within the next few weeks as the economy worries about the COVID-19 Delta variant spreading globally des...

Funds management

Is the value trade already over?

The cyclical trade in equities may already be waning, according to AXA IM, in a rising equity market with energy and financials less likely to outperform. ...

Funds management

Inflation data to indicate the most likely yield curve scenario

Pension funds and insurance companies will continue to grow demand for long-dated high quality fixed income assets, while inflation remains a key focus for investors....

Funds management

Could UK assets turn into a value trap?

There is a hope the FTSE 100’s poor performance since the start of they ear will reverse if the uncertainty from an unknown Brexit outcome is removed, according to AXA IM...