All AXA Investment Managers articles
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NewsThe buyout backlog may leave many pension schemes needing a plan B
Trustees of fully-funded pension schemes may find themselves at the back of a queue they did not know existed – and which is only getting longer, Axa Investment Managers has warned.
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NewsUK investors flock to real assets and private markets despite red flags
Analysis: UK investors led the charge to real assets and private markets last year as interest in alternatives remained high, despite warnings that macroeconomic pressures could have a negative impact on certain alternative asset classes.
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OpinionThe outlook for credit remains strong
AXA IM Core head of fixed income investment solutions Lionel Pernias and senior portfolio manager Rob Price assess the outlook for credit and pension schemes.
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OpinionInflation fears could see schemes move to lock in equity gains
Many trustees will have witnessed some remarkable gains from their global equity allocations.
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OpinionHow to enhance the yield from your scheme’s CDI allocations
Despite falling bond yields and credit spreads, schemes can still make the most of cash flow-driven investment strategies, writes Axa Investment Managers’ senior credit portfolio manager, Rob Price.
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OpinionDC members must reassess passive approaches to achieve climate goals
AXA Investment Managers’ head of portfolio solutions for fixed income Sebastien Proffit explains why defined contribution investors should have a more active approach in their investments to be able to tackle climate risks.
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NewsDC funds must move away from passive corporate bond allocations
On the go: Defined contribution funds should follow defined benefit schemes and insurance companies in moving away from passive corporate bond allocations to improve climate resilience and member outcomes, according to Axa Investment Managers.
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News
Only three asset managers ‘walking the walk’ on climate change
Among the world’s 15 largest asset managers, only three companies are making the grade on environmental, social and governance considerations, a report from InfluenceMap shows.
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Features
Anglo American dials down equities even further
The UK defined benefit schemes of mining multinational Anglo American have halved their already minimal exposure to equities, as the plans near self-sufficiency and reduced risk.
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OpinionHow to beat volatility in 2019
With an eye purely on the numbers, it might be tough to pinpoint exactly what has led to the worst year for stock markets since the end of the global financial crisis.
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Features
Where should tomorrow’s schemes allocate their assets?
Pensions Expert 20th Anniversary: In 1997, globalisation and increased investor sophistication powered a bull market that was meant to stretch beyond the confines of a regular business cycle.
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OpinionGood funding levels require good cash flow management
Shajahan Alam from Axa Investment Managers explains why what’s good news for your funding level often means you have to manage cash flow more carefully.
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OpinionWhy shareholder engagement should be on your scheme’s agenda
Growing regulatory pressure and rising member awareness are not the only reasons schemes should engage with the companies they are exposed to, says Shade Duffy from Axa Investment Managers.
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OpinionWhy you should look again at LDI
From the blog: Anecdotal evidence says many UK pension schemes have earnestly considered liability-driven investment yet not actually invested. But why? Let’s look at some of the reasons that may be causing those schemes to sit on the sidelines.
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OpinionLDI: How hedging strategies should be adapted for the cash flow era
How has liability-driven investment evolved recently, and how does it need to change to be fit for the future? Six experts discuss the issues and opportunities for LDI.
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Opinion
How can LDI be combined with cash flow delivery?
How should maturing pension schemes adapt their LDI strategies to meet increasing cash flow demands, and what solutions can help them navigate collateral issues? Axa Investment Managers’ Jonathan Crowther, Barnett Waddingham’s Sophia Heathcoat, Dalriada Trustees’ Simon Cohen, Hymans Robertson’s Alen Ong, Law Debenture’s David Felder and Standard Life Investments’ Mark Foster discuss.
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Opinion
Is there still a place for triggers in LDI strategies?
How should schemes react to never seeing their hedging triggers hit, and is a time-based strategy better suited to the current rates environment? Axa Investment Managers' Jonathan Crowther, Barnett Waddingham's Sophia Heathcoat, Dalriada Trustees' Simon Cohen, Hymans Robertson's Alen Ong, Law Debenture's David Felder and Standard Life Investments' Mark Foster pick apart the implementation issues for today's LDI investors.
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Opinion
What changes are needed in LDI strategies?
Where are interest rates going to move over the next few years, and should schemes be worried by signs of rising inflation? Is cash flow the overriding concern? Axa Investment Managers' Jonathan Crowther, Barnett Waddingham's Sophia Heathcoat, Dalriada Trustees' Simon Cohen, Hymans Robertson's Alen Ong, Law Debenture's David Felder and Standard Life Investments' Mark Foster discuss.
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FeaturesCancer Research scheme takes the plunge into LDI
Trustees of Cancer Research UK’s defined benefit pension fund have put in place a new liability-driven investment allocation, minimising funding volatility following the EU referendum.
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News
How has LDI changed over the last year?
Have falling interest rates over the last year finally persuaded trustees and sponsors that yields may not revert to the mean, or do they expose liability hedging as expensive flattery of scheme balance sheets? Axa Investment Managers' Jonathan Crowther, Barnett Waddingham's Sophia Heathcoat, Dalriada Trustees' Simon Cohen, Hymans Robertson's Alen Ong, Law Debenture's David Felder and Standard Life Investments' Mark Foster discuss.