Since last year, the market has been absorbed into the reflation theme. This has pushed inflation breakevens to their highest levels in 5 years. Are those higher inflation breakevens justified and will a new environment where inflation plays a bigger role change… Read more
https://global.investrfp.com/wp-content/uploads/2022/06/investrfp-logo-white-300x34.png00investRFPhttps://global.investrfp.com/wp-content/uploads/2022/06/investrfp-logo-white-300x34.pnginvestRFP2021-06-02 08:55:022021-06-02 13:16:44A push for the inflation agenda
Governments and Central Banks continue to implement loose monetary policy and expansionary fiscal stimulus in response to the Covid-19 pandemic, inflationary pressure is rising within global markets. Consequently, treasury yield curves have steepened and… Read more
https://global.investrfp.com/wp-content/uploads/2022/06/investrfp-logo-white-300x34.png00investRFPhttps://global.investrfp.com/wp-content/uploads/2022/06/investrfp-logo-white-300x34.pnginvestRFP2021-06-01 10:19:472021-06-01 10:28:39European Loans: An attractive investment proposition
Review and update of a large fund due diligence request of an insurance company operating in a number of European countries. Asset managers were notified when new funds were added to the universe of funds.
Jonathan Baltora , Head of Sovereign, Inflation and FX, AXA IM Core
Expectations of higher inflation have increased steadily over the past few months as countries worldwide roll out coronavirus vaccinations and fiscal stimulus remains strong.
https://global.investrfp.com/wp-content/uploads/2022/06/investrfp-logo-white-300x34.png00investRFPhttps://global.investrfp.com/wp-content/uploads/2022/06/investrfp-logo-white-300x34.pnginvestRFP2021-05-28 20:14:052021-05-29 06:57:40Inflation is hot news in 2021, but a cool down may be round the corner
New request issued by an investor based in Germany. Focus on low carbon strategies. UCITS to be included in new fund of fund structure to be launched. Deadline on 31 May, 2021 – 13:00 CEST.
A push for the inflation agenda
/in Asset Manager StrategiesSince last year, the market has been absorbed into the reflation theme. This has pushed inflation breakevens to their highest levels in 5 years. Are those higher inflation breakevens justified and will a new environment where inflation plays a bigger role change… Read more
European Loans: An attractive investment proposition
/in Asset Manager StrategiesGovernments and Central Banks continue to implement loose monetary policy and expansionary fiscal stimulus in response to the Covid-19 pandemic, inflationary pressure is rising within global markets. Consequently, treasury yield curves have steepened and… Read more
Fund Due Diligence Request
/in Search & Due Diligence RequestsReview and update of a large fund due diligence request of an insurance company operating in a number of European countries. Asset managers were notified when new funds were added to the universe of funds.
For further details please log in or request an account.
Inflation is hot news in 2021, but a cool down may be round the corner
/in Asset Manager StrategiesJonathan Baltora , Head of Sovereign, Inflation and FX, AXA IM Core
Expectations of higher inflation have increased steadily over the past few months as countries worldwide roll out coronavirus vaccinations and fiscal stimulus remains strong.
However,… Read more
Low Carbon Global Equity (UCITS)
/in Search & Due Diligence RequestsNew request issued by an investor based in Germany. Focus on low carbon strategies. UCITS to be included in new fund of fund structure to be launched. Deadline on 31 May, 2021 – 13:00 CEST.
For further details please log in or request an account.