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Asset Class Views
Read our latest thinking on asset classes.
Viewpoint CIO
Chris Iggo, Chair of the AXA IM Investment Institute and CIO of AXA IM Core, shares his latest thinking on markets and investment trends.
CIO Views: UK back in focus; China’s consumer challenge
- by Chris Iggo, ,
- 25 July 2024 (5 min read)
CIO Views: UK back in investors’ focus; Bunds in favour
- by Chris Iggo, ,
- 25 July 2024 (5 min read)
Fixed Income
Our latest views on the factors influencing global bond markets.
US high yield: Broader financing options soften impact of higher rates
- by
- 19 June 2024 (7 min read)
Shorter versus longer-dated bonds: Is there a role for both in investor portfolios?
- by Bruno Bamberger
- 03 November 2023 (7 min read)
Equities
Our latest views on equity markets and what is driving them.
The critical role of earnings surprise in equity markets and factor investing
- by
- 25 June 2024 (10 min read)
Global Factor Views: Positive on Growth and Quality but warning signs for Momentum
- by Jonathan White,
- 10 April 2024 (7 min read)
Global Factor Views: Momentum and Quality fare best amid economic resilience and higher-for-longer rates
- by Jonathan White,
- 20 November 2023 (10 min read)
Multi Asset
Our insights into the macroeconomic and market factors affecting multi-asset investing.
Multi-Asset Investments Views: Out of Breath for Lack of Breadth
- by Laurent Clavel
- 28 June 2024 (7 min read)
Alternatives
Find out more about our views on alternative asset classes and investments.
Curlow's convictions: 2024 shaping up to be a good vintage
- by Justin Curlow
- 19 February 2024 (5 min read)
Portfolio Construction
Our experts' views on building long-term investment strategies.
An accounting ‘big bang’? The implications for insurance investors from IFRS 9 and 17
- by
- 11 July 2023 (7 min read)
Five principles for building a climate-aware Buy and Maintain strategy
- by Bruno Bamberger
- 12 May 2022 (5 min read)
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.