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Investment Institute

Investment Institute

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

AXA IM's Investment Institute

Our experts give you their insights on the short and long-term trends affecting the global macroeconomic and investment outlook.
INVESTMENT INSTITUTE

Outlook 2024

Mid-cycle adjustment, not end-cycle crash

READ OUR OUTLOOK 2024

Macroeconomics

Read our latest views on global macroeconomic events.

Weekly Market Update

Take Two: Global growth to ease in 2024; US Q3 growth revised up

  • by AXA Investment Managers
  • 04 December 2023 (3 min read)
Macroeconomics

Vox Populi

  • by Gilles Moëc
  • 04 December 2023 (7 min read)
Annual Outlook

UK Outlook – Lags could push Bank of England to faster cuts

  • by David Page
  • 30 November 2023 (5 min read)

Asset Class Views

Read our latest thinking on asset classes.

Viewpoint CIO

Bullish bonds, bearish risks and youthful reds

  • by Chris Iggo
  • 01 December 2023 (5 min read)
Annual Outlook

Rates Outlook – The year of bonds redux

  • by Alessandro Tentori
  • 30 November 2023 (7 min read)
Annual Outlook

Investment Strategy Outlook – Modest growth, modest returns

  • by Chris Iggo
  • 30 November 2023 (7 min read)

Sustainability

We believe sustainable investing is key to long-term financial returns.

    Disclaimer

    This document is for informational purposes only and does not constitute investment research or financial analysis relating to transactions in financial instruments as per MIF Directive (2014/65/EU), nor does it constitute on the part of AXA Investment Managers or its affiliated companies an offer to buy or sell any investments, products or services, and should not be considered as solicitation or investment, legal or tax advice, a recommendation for an investment strategy or a personalized recommendation to buy or sell securities. It has been established on the basis of data, projections, forecasts, anticipations and hypothesis which are subjective. Its analysis and conclusions are the expression of an opinion, based on available data at a specific date. All information in this document is established on data made public by official providers of economic and market statistics. AXA Investment Managers disclaims any and all liability relating to a decision based on or for reliance on this document. All exhibits included in this document, unless stated otherwise, are as of the publication date of this document. Furthermore, due to the subjective nature of these opinions and analysis, these data, projections, forecasts, anticipations, hypothesis, etc. are not necessary used or followed by AXA IM’s portfolio management teams or its affiliates, who may act based on their own opinions. Any reproduction of this information, in whole or in part is, unless otherwise authorised by AXA IM, prohibited.

    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.