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203 insights found
Iggo's Insight - A view from the bond market
Investor sentiment has changed. At the very least people are questioning whether the “lower for longer” view on interest rates is still the right roadmap. Donald Trump potentially changes that to a.. ...
Iggo's Insight - A view from the bond market
News reporters, political analysts and lawyers are certainly the occupations in most demand in this year of surprises. The 2016 ‘Almanac of World Events’ will be a mighty tome. On the whole...
Iggo's Insight - A view from the bond market
Knowingly or otherwise, bond investors have entered a deal with the devil. Capital will be preserved by policy, at the expense of the return the holders of capital receive on their bonds. As time...
Iggo's Insight - A view from the bond market
The IMF’s forecasts are for continued low nominal GDP growth in the advanced and emerging economies. It warns that this means sub-par recovery, constrained living standards and continued risks...
Iggo's Insight - 2016 Fixed Income outlook
Chris Iggo, CIO, Fixed Income at AXA Investment Managers (AXA IM) discusses the outlook for fixed income in 2016: "Our overall view is bearish on fixed income as the state of the market makes it ...
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