Name: Pension Fund Outlook 2024: Mining for opportunities amid easing growth
Start: 2024-01-29T09:30:00Z
End: 2024-01-29T09:30:46.000Z
Location: BrightTALK
Rating: 4.3

Welcome to the AXA IM Core channel. Our purpose, to act for human progress by investing for what matters, is central to every action we take as a business. As a responsible asset manager, we actively invest for the long-term to help our clients, our people and the world to prosper. 
We will share insights and our latest thinking via this channel with clients and the broader investment community. Here you will be able to take part in exclusive webinars with world-renowned speakers alongside our AXA IM investment professionals, and be part of live Q&A sessions. You will also be able to watch recordings of events, videos and read some of our thought leadership content on related topics.


The world’s largest economy dominated headlines in 2024 - US growth and market performance have beaten expectations while the Federal Reserve finally started easing monetary policy. But what can investors expect from the new US president, and what are the implications for both the US and the rest of the world? 

Former IMF Chief Economist and Senior Fellow at the Peterson Institute for International Economics, Olivier Blanchard, with AXA IM experts discuss the potential impact on the global economy and markets. 

You will also have the opportunity to ask questions in a live Q&A session - don’t miss out and register now to secure your place.

What will a new US President mean for markets and the global economy?

*For professional investors only*

US high yield, we believe, may funnily enough offer investors one of the lower risk paths to sustaining positive returns as we head to the end of year. The strength of US high yield was highlighted by August’s market turbulence , with the asset class rebounding quickly when compared to the recovery of equities.  
Although events are afoot – most notably the start of Federal Reserve interest rate cuts and the upcoming presidential election - which may create some volatility, the characteristics that enabled high yield to remain resilient this summer may offer investors potential opportunities going into 2025.  

How can this resilience shape opportunities for investors?

Mike Graham, Head of US High Yield, Peter Vecchio, Senior US High Yield Portfolio Manager and James Wallace, Head of US Institutional Sales, discuss the US high yield market and offer their outlook. In addition, they will share their investment perspectives for our different US HY strategies. 

You will also have the opportunity to ask questions directly with our live Q&A session. So, don’t miss out and register now to secure your place.

Why US high yield may continue to be leaders of the pack

Ahead of COP 29, policy advisor and former UN Climate Change High Level Champion Nigel Topping, joins Jane Wadia, Head of Sustainability, Core Products & Clients at AXA IM to discuss the transition to a low-carbon economy and the potential opportunities and challenges it may bring for investors. 

Hear our experts’ insights on the current state of play and their views on how investors can help in the transition to net zero and meet their investment objectives. 

Topics to be discussed include:           
- How the economic and geopolitical backdrop is impacting net zero progress
- Practical ways to integrate net zero targets into fixed income and equity portfolios
- The importance of considering biodiversity as part of net zero investing
- What to consider when moving from net zero target setting to implementation

Navigating the Path to Net Zero: Expert Insights for Investors with Nigel Topping

Listen to Marion Le Morhedec discuss fixed income markets, what has happened over Q224 and our perspective on opportunities across the asset class.

Fixed Income Market Update - June 2024

Listen to Elida Rhenals discuss inflation across the markets and why we expect the road to 2% to continue to be bumpy

Inflation Market Quarterly Update

Listen to Johann Plé discuss the latest on the green bond market, where we are seeing opportunities and our outlook for this asset class.

Green Bond Market Update - June 2024

Boutaina Deixonne discusses the Euro credit market update.

Euro credit market update - June 2024

Hear AXA IM’s latest views on how the current economic and political environment shape markets around the world, over the short term and over the months ahead. We’ll also be discussing about our ETF solutions.
 
Presenters:
Olivier Paquier - Global Head of ETF Sales
David Page - Head of Macroeconomic Research
Andrew Etherington - Head of Institutional Multi Asset & Asset Allocation

Map investment challenges ahead and address them flexibly in your ETF portfolio

For Professionals only 

Register for our webinar now and join our panel of experts on Tuesday 25th June at 4pm CEST to hear their views on the US high yield market.

The US economy has continued to exceed investors’ expectations while healthy corporate fundamentals have helped keep default rates within historical averages. The US high yield market has performed well but can this continue with macro and political storm clouds gathering?

Mike Graham, Head of US High Yield, Vern Bond, Senior Portfolio Manager, and Jack Stephenson, US High Yield Investment Specialist, discuss the US high yield market and offer their outlook. In addition, they will share their investment perspectives for our different US HY strategies. 

You will also have the opportunity to ask questions directly with our live Q&A session. So, don’t miss out and register now to secure your place.

US high yield: can the good times continue?

For professionals only.

Register for our webinar now and join Boutaïna Deixonne, Head of Euro IG & HY Credit, Benoit de Laval, Senior Portfolio Manager and Gonzague Hachette, Euro Credit Investment Specialist for 30 minutes on Tuesday 14th May at 10am CEST to hear why we are positive on euro credit.

In the current environment, investment grade and high yield both offer opportunities, however being selective could be key. With rate cuts expected as soon as June and economic data still providing mixed results, diversification across euro credit should help investors mitigate the impact of potential volatility. 

You will also have the opportunity to ask questions directly with our live Q&A session. So, don’t miss out and register now to secure your place.

Where to look across euro credit when markets are uncertain

Who said the only way to benefit from the liquidity and cost-efficiency of ETFs is through passive equities? Not us. At AXA IM we have been exploring new frontiers in applying the benefits of an ETF wrapper to all kinds of investment solutions, including our long heritage in fixed income alpha generation.

Don’t miss the opportunity to join our panel of experts in a rich and informative discussion on how to simply invest in fixed income through an active ETF, as well as the exciting opportunities currently on offer in the US high yield market in particular. 

Presenters:
Olivier Paquier - Global Head of ETF Sales
Boutaina Deixonne - Senior Portfolio Manager Fixed Income
Jack Stephenson - US Fixed Income Investment Specialist

Get off the beaten track with an active US high yield ETF

*For professional investors only*

Join us for an insightful discussion where our portfolio managers will share their perspectives on optimising Buy and Maintain strategies for future scenarios.

Far from being 'set-and-forget' vehicles, Buy and Maintain strategies boast many of the same benefits as full active strategies for institutional investors. Buy and Maintain stands out due to its emphasis on long-term fundamentals, provision of stable income, hedging against liabilities and strong focus on risk mitigation.
 
Topics to be discussed include:
• Real-life case studies of Buy and Maintain in action
• The opportunities and challenges in the current market environment
• The role of shorter versus longer dated bonds in Buy and Maintain portfolios
• How sustainability can support a Buy and Maintain approach

---
Presented by:
– Benoît Guerineau, Senior Portfolio manager, AXA Investment Managers
– Rob Price, Senior Portfolio manager, AXA Investment Managers

Moderated by:
– Martin Sanders, Head of Pension Investments, AXA Investment Managers

Unlocking Buy and Maintain strategies’ full potential

For professional investors.

In the US, strong growth combined with further disinflation has raised the credibility of a very rare occurrence: a painless landing. With inflation still above 2% and speculation rife on when a rate cut may occur, it is no time to be complacent. Nevertheless, we may experience a ‘goldilocks’ scenario for high yield where the higher quality portion of the market could benefit from the stabilization and decline in interest rates, while the lower quality portion of the market could benefit from a stable economy and a slowdown in rising interest expense. How will these dispersions create opportunities for investors? Mike Graham, Head of US High Yield, and Jack Stephenson, US High Yield Investment Specialist, discuss the US high yield market and offer their outlook. You will also have the opportunity to ask questions directly with our live Q&A session. So, don’t miss out and register now to secure your place. Once you register, you will have the option to add a meeting invitation to your MS Outlook calendar that will include the meeting details.

If you can't make it, a webinar recording will be available afterwards.

Is 2024 going to be a Goldilocks scenario for US HY?

Register for our webinar now and join us on Wednesday 31st January, at 4pm CEST to hear about the opportunities across the US Investment Grade market in 2024.
We expect that the Fed Fund Rate has peaked at the current level of 5.25% - 5.5%, and we don’t expect to see any significant loosening in policy in the near term.  Corporate bonds should do well in a benign rate environment. However, with the economy also forecasted to soften, the focus is likely to be on quality within credit. 
Is US investment grade, therefore, well-placed to offer investors opportunities against this macro backdrop?
Join Frank Olszewski, Head of IG Active US Credit, and Chris Iggo, CIO of AXA IM Core, as they discuss the US investment grade market and offer their outlook 2024. In addition, Frank will share his investment perspectives for our different US IG strategies. 
You will also have the opportunity to ask questions directly with our live Q&A session. So, don’t miss out and register now to secure your place.

Is 2024 the year for US investment grade?

The US’ much-forecasted recession failed to materialise in 2023, but what does 2024 have in store for the world’s largest economy? Policy and politics are set to be highly consequential in driving challenges and opportunities across asset classes. 

The good news is AXA IM can now offer a diverse range of US-focused ETFs across equities (including a broad market exposure with a climate transition strategy, and a narrower NASDAQ 100 exposure focused on the largest technology and other non-financial US companies), and fixed income (including investment grade credit and high yield credit).
 
Join our panel of experts on the US economy and the ETF landscape to find out more about the potential to navigate a fascinating year for US markets. You will be able to ask questions during the call. Following the call, a recording will be available.

Presenters:
Olivier Paquier   - Global Head of ETF Sales
David Page  - Head of Macroeconomic Research
Zeinab Ali Abdallah  - ETF Capital Markets Specialist
Henry Jim  - ETF Analyst - Bloomberg Intelligence

Unveil opportunities across US markets in 2024 with ETFs

Insurers, like other investors, are increasingly making commitments to achieve net-zero portfolios, whether driven by risk and financial materiality, regulations or the desire to make a positive impact on the world we live in. Fixed Income is an important asset class to consider on the road to net zero. But with many different considerations to keep in mind, the process can become daunting.

During the webinar we will explore the challenges that investors face when it comes to turning commitment into action. Our specialists share their views on how insurance companies can build more resilient buy and maintain credit portfolios, in order to achieve their net zero goals while fulfilling reporting requirements. 

Topics being discussed will include:
• How can insurance companies reshape investment portfolios to reduce their carbon footprint?
• How do you concretely implement net zero goals in your portfolio?
• What kind of KPIs do you use to measure progress towards an objective? 
• How can you assess corporate commitments and track the carbon pathway of a strategy?

How buy and maintain credit can help insurers towards their Net Zero target

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

As US debt ceiling moves up the agenda, it is likely to trigger distinct market reactions to a no deal scenario: funding stress, tightening of financial conditions, repricing of risk assets, and that of lower growth. 

House Republicans made the first move towards passing a bill to raise the debt ceiling to $1.5trn, however on the condition of material spending cuts of $4.5trn over ten years that is likely to hinder progress in the debt ceiling resolution. 

Join us in this webinar as we dive into the macro landscape and breakdown the implications of the upcoming US debt ceiling on markets.

Live webinar: US debt ceiling – where will it take markets?

Global economic growth is expected to ease in 2024, creating fresh challenges for pension fund investors. Some pick-up is expected in 2025, but risks around inflation stickiness and geopolitical tensions persist, meaning schemes will continue to navigate an uncertain environment.

Two questions are likely to be on investors’ minds as we enter 2024 – can bonds shake off their losing streak and can equities maintain their momentum? We believe they both can. However, the prospect of better performance for bonds relative to equities is greater than in recent years.  

Register now and join your peers as we discuss how pension schemes can best navigate the economic environment in 2024 and examine what the opportunities for pension schemes could be over the coming year.

The webinar features:
David Page - Head of Macroeconomic Research
Anna Vaananen - Head of Listed Impact Equity
Nicolas Trindade - Senior Portfolio manager Fixed Income
Rachel Bussell - Global Head of Pensions Group

Pension Fund Outlook 2024: Mining for opportunities amid easing growth

Institutional investors

Outlook

Pensions

Bonds

Inflation

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Pension Fund Outlook 2024: Mining for opportunities amid easing growth

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