AXA IM

Only then would real yields rise enough to cause huge damage to bond and equity returns. The next six months will be “make or break” for both the pandemic and inflation.

Prior to the meeting, we have received the views and insights of the professionals within the asset management industry. We have received commentaries from Pimco, Axa IM, Generali investments, Ostrum, Allianz GI, T. Rowe Price and MFS Investment Management.

For investors, fixed income is likely to continue to deliver negative real returns unless exposures are successfully actively managed and include some inflation protection.

Members are thus given a “second chance” to produce NDCs consistent with keeping global warming to 1.5 degrees, a target which looks elusive on the basis of the current commitments.

In his analysis he discusses the current situation in the United Estates, the growth expectancy of this market in the near future, and how he considers other areas like fixed income, active bonds or corporate revenues.