Investment
Institute
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.
Viewpoint CIO
Following a bumper 2024, what’s next for the US economy and market?
- by Chris Iggo
- 03 October 2024 (3 min read)
Viewpoint CIO
CIO Views: Interest rate cut hopes drive bond returns
- by Chris Iggo, ,
- 30 September 2024 (3 min read)
Fixed Income
Our latest views on the factors influencing global bond markets.
Macroeconomics
What the Fed’s rate cut could mean for ETF investors
- by Chris Iggo
- 30 September 2024 (3 min read)
Asset Class Views
US high yield: Broader financing options soften impact of higher rates
- by
- 19 June 2024 (7 min read)
Equities
Our latest views on equity markets and what is driving them.
Equities
Global Factor Views: Macroeconomics favour Quality and Low Volatility stocks
- by Jonathan White,
- 19 August 2024 (5 min read)
Multi Asset
Our insights into the macroeconomic and market factors affecting multi-asset investing.
Alternatives
Find out more about our views on alternative asset classes and investments.
Alternatives
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.
Asset Class Views
An accounting ‘big bang’? The implications for insurance investors from IFRS 9 and 17
- by
- 11 July 2023 (7 min read)
Environmental
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.