Industry news and views from Panacea and our partners.
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AXA Investment Managers: COVID-19 Impact on UK Equities
During the latest webinar, Chris St John and Dan Harlow discussed what impact the COVID-19 pandemic has had on their portfolios and the wider market, and what they believe this could mean for UK equities.
AXA IM: COVID-19 Impact on UK Equities: AXA IM's portfolio managers' update
As part of our commitment to keeping you informed during this turbulent time, we would like to invite you to join a webinar with our UK equities portfolio managers. Join us at 10:00 a.m. on Wednesday, 22 April for a 30-min webinar
AXA Investment Managers: Iggo’s Insight – “Debt Counselling”
Many of us are wondering how we will deal with the big rise in government debt going forward. Will it mean higher taxes? Will inflation or debt relief be realistic options?
AXA Investment Managers: COVID-19 Impact: AXA IM's weekly macroeconomic and investment strategy update
View a summary and watch a replay of our latest weekly macroeconomic and investment strategy update webcast on the impact of COVID-19.
AXA Investment Managers: Is a vaccine for coronavirus on its way, and what are the challenges?
Peter Hughes, PhD, Fund Manager, Healthcare Strategies at AXA IM, gives his view on the current trials to develop vaccines and treatments for COVID-19, and what the challenges – and next steps – might be.
AXA Investment Managers: Dark Days
As we all isolate and get used to home video conferences and virtual lunches, there is much to reflect on. In markets, there will be permanent changes. Some financial products will disappear. Some ways of managing money may not survive.
AXA Investment Managers: Chancellor addresses Covid threat, amidst broader Budget giveaway
Chancellor Sunak delivered his first UK Budget today. The Budget was a disjointed affair delivering a welcome second leg of stimulus to bolster the UK economy against the impending economic shock caused by the global outbreak of Covid-19.
AXA Investment Managers: Are UK equities in a ‘sweet spot’?
Following a drawn-out period of stagnation, UK business and economic activity looks like it’s picking up again – and with it, investor interest in UK equities. We believe the UK market is currently enjoying a sweet spot, and here’s why.