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Research and Insights

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Annual Outlook

Outlook Summary – Slowing mid-cycle, not crashing end-cycle
  • by David Page
  • 30 November 2023 (5 min read)
INVESTMENT INSTITUTE

Outlook 2024

Mid-cycle adjustment, not end-cycle crash

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Investment Institute

Bringing together experts from across our research and investment teams to help you make more informed investment decisions.

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Viewpoint CIO

Bullish bonds, bearish risks and youthful reds
  • by Chris Iggo
  • 01 December 2023 (5 min read)
Annual Outlook

Canada Outlook – Sticky core inflation challenges Bank of Canada
  • by David Page
  • 30 November 2023 (5 min read)
Annual Outlook

Emerging Markets Outlook – living on the (dollar) edge
  • by Irina Topa-Serry
  • 30 November 2023 (5 min read)
Investment Institute

Our experts and investment teams outline their key convictions

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Investment Strategy Updates

Read the latest updates from our portfolio managers.

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Fixed Income

Why consider inflation-linked bonds in a stabilising rates environment

  • by Elida Rhenals
  • 21 November 2023 (5 min read)
Fixed Income

India - a bright spot in emerging markets

  • by Shiv Chopra
  • 14 November 2023 (5 min read)
Fixed Income

Global Strategic Bond Fund - October 2023
  • by Nick Hayes
  • 02 November 2023 (5 min read)
Research & Insights

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Media Centre

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Appointment news

Matthieu Ducharme joins AXA IM Prime as Head of Private Equity Secondaries
  • by Hélène Caillet
  • 30 November 2023
Corporate news

AXA IM has made material contribution towards its goal of becoming net zero as a business and investor by 2050
  • by Hélène Caillet, Jamie Wynn-William
  • 03 November 2023
Appointment news

Rémi Lambert is appointed Chief Investment Officer for Architas
  • by Hélène Caillet, Amira Adjal
  • 27 October 2023
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    Risk Warning

    The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested.