Name: Nicolas Trindade presents the case for short duration bonds
Start: 2023-06-06T07:14:00Z
End: 2023-06-06T07:14:10.000Z
Location: BrightTALK
Rating: 0

Welcome to AXA Investment Managers (AXA IM). We are a responsible asset manager, actively investing for the long-term to help our clients, our people and the world to prosper. Our high conviction approach enables us to uncover what we believe to be the best global investment opportunities across all major asset classes.

UK mid cap stocks have languished for the better part of a decade, but sentiment is shifting. Valuations are attractive, M&A activity is on the rise and the economic backdrop is improving.

It’s an opportunity that doesn’t come along very often and the scene is set for fundamental stock-picking, driven by company fundamentals, to be the differentiator for UK mid-cap investors.

Hear the latest from company meetings and our analysis of the current market dynamics from Chris St John, portfolio manager of the AXA Framlington UK Mid Cap Fund in our exclusive webcast.

Is the tide turning for UK stocks?

The Japanese economy is showing signs of improvement after several years of sluggish growth. Combined with market reforms intended to create a more shareholder-friendly equity culture and attractive valuations, this could be a good time to invest in Japan. 

Fresh from their research trip to Tokyo, three AXA IM portfolio managers bring you their view from the ground.

• John Paul Temperley – the impact of market reforms and the outlook for Japanese equities
• Brad Reynolds – updates from AI companies, chip manufacturers and advanced tech
• Ashley Keet – high-tech enablers for impact strategies

Hosted by AXA IM’s Global Head of Equity, Jeroen Bos , this webinar will give you first-hand insights into the forces that will drive investment performance in Japan in 2024, and the companies that stand to benefit.

Postcards from Japan

With great valuations and attractive yields, bonds have become a safe haven for investors, but committing for too long can offset their benefits.

The best of bonds

For Professional Investors only. Capital at Risk.

On 22 May, Nigel Topping (UN Climate Change High Level Climate Champion) and Nicolas Loz de Coëtgourhant (Head of Sustainable Business Practices, WWF France) will share their views on how best to tackle biodiversity loss alongside Jane Wadia, AXA IM’s Head of Investment Specialists. The webinar will be hosted by Chris Iggo, AXA IM CIO Core Investments and Chair of AXA IM’s Investment Institute.

Human life and nature depend on a complex system of interactions between the environment and living organisms. It is  fundamental to our existence and deeply sensitive to our interventions. The oceans, forests, agricultural land and climate, as well as the plants and animals they support, are examples of the ‘natural capital’ at the heart of this – and they are under threat. Biodiversity loss is currently costing the global economy 10% of its output each year and it’s estimated that we need to invest $8.1 trillion by 2050 to protect and restore nature.

Biodiversity loss echoes climate change as a systemic risk which needs to be understood and managed to ensure that we have sustainable, and investible, economies long into the future. Major nature initiatives such as the Taskforce on Nature-related Financial Disclosures, among numerous others, have been modelled on their climate predecessors and discussions about how biodiversity interacts with net-zero transition  plans will only increase going forward. 

Topics being discussed will include:

• What lessons can be learned from climate-related initiatives? 
• How should we view the commonalities between nature and climate?
• What role has the financial industry to play?
• How can investors address the most pressing drivers of biodiversity loss?

Tackling Biodiversity Loss with Nigel Topping and WWF

To halve global emissions by 2030 and reach net zero by 2050, global decarbonisation must reach an annual rate of 12.9% - five times that achieved between 2020 and 2021, according to a report by PwC. Governments, industries and regulators are under increasing pressure to reform their models and practices to ensure that achieving global climate goals remains feasible.

The UN Intergovernmental Panel on Climate Change recently warned that the world faces multiple unavoidable climate hazards over the next two decades, even if global warming is successfully limited to +1.5°C.[i] Even temporarily exceeding this warming level could result in “additional severe impacts, some of which will be irreversible. Risks for society will increase, including to infrastructure and low-lying coastal settlements”. With the power to engage business leaders and drive sustainable long-term development, the finance industry undoubtedly has a key role to play in the transition to net zero. As the industry becomes increasingly regulated and growth in digital banking gives rise to a wave of first-time investors, advisors and portfolio managers need to adapt their practices to ensure they can achieve the transparency and authenticity of service needed.

In Episode 2 of the Investors’ ESG Guidebook: The Road to Equitable and Sustainable Growth, leaders from across the responsible investment industry share their insights on the shifting role of finance in the transition to net zero and explore the first steps you can take to be part of the movement. 

Topics for discussion include:
- How the global economy is responding and adapting to the transition to net zero 
- How can investors play a role in the ‘Just Transition’ 
- From shareholder profit to stakeholder prosperity: Understanding finance’s new objective 
- Leading the way: How asset managers are adapting to optimise their position in the green economy.

[i] Press release | Climate Change 2022: Impacts, Adaptation and Vulnerability (ipcc.ch)

The Role of Finance in the Transition to Net Zero

Join Chris, Linden and Peter as they discuss why biotechnology is a burgeoning specialist field that is transforming the way diseases are treated. It continues to deliver on R&D pipeline progress and commercial growth despite the macro conditions impacting other, more cyclical sectors. These are the core fundamentals of the expected long-term growth in the sector, and they have arguably been strengthened further during the COVID pandemic.

A cutting edge opportunity

The latest report from the Intergovernmental Panel on Climate Change warns the world faces “unavoidable multiple climate hazards over the next two decades”, even if global warming is successfully limited to 1.5˚C above pre-industrial levels. 

To reach net zero by 2050, a fundamental realignment of the global economy is required. In terms of clean energy alone – which is just one part of the story — the International Energy Agency estimates that annual investment worldwide will need to more than triple by 2030 to around $4 trillion for the 2050 target to be met.  
 
The Ukraine crisis and ongoing pandemic have upended geopolitical and monetary policy priorities, but climate change must remain a prime concern. The case for the energy transition has never been greater, as the war has sparked new fears around energy security and supply, as well as the need for a sustainable post-COVID-19 recovery.
 
As investors become increasingly aware of responsible investing and integrate environmental, social and governance (ESG) criteria into their investment objectives, financial services providers like AXA Investment Managers (AXA IM) are developing innovative new investment solutions that seek to align with these goals, while also targeting long-term sustainable returns.  
 
In Episode 1 of AXA IM’s Investors’ ESG Guidebook: The Road to Equitable and Sustainable Growth we’re taking a deep dive into the world of responsible investing, exploring the drivers behind its growth and sharing insights to help you understand why it’s more important than ever to transition to a low-carbon portfolio. 
 
Topics for discussion include: 
- Potential investment opportunities in the transition to net zero  
- How responsible investing could impact your portfolio returns 
- What are the United Nations Sustainable Development Goals and how to integrate them into your investment objectives

The Case for Responsible Investing

In this short video, Senior Portfolio Manager Nicolas Trindade explains why he believes:
• Sterling short-dated credit could be an attractive alternative to cash 
• Yields remain elevated and valuations cheap compared to historical averages
• There is no real incentive to lengthen duration

Nicolas Trindade presents the case for short duration bonds

Bonds

cash

Fixed Income

RSMR

Short Duration

Nicolas Trindade

Corporate Bonds

Sterling Credit

Short Duration Bonds

Alternative to Cash

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Nicolas Trindade presents the case for short duration bonds

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