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Fund Manager Views

Read our portfolio managers' latest thoughts on market conditions.

Fixed Income

Our latest views on the factors influencing global bond markets.

Fixed Income

Inflation outlook - July 2022

  • by Jonathan Baltora
  • 29 June 2022 (3 min read)
Fixed Income

Investing for impactful outcomes

  • by Bruno Bamberger , Sian Long
  • 09 June 2022 (5 min read)
Fixed Income

Why now may be an excellent entry point for US Short Duration High Yield

  • by AXA Investment Managers
  • 16 May 2022 (5 min read)

Equities

Our latest views on equity markets and what is driving them.

Equities

Getting past the growing pains of the digital economy

  • by Jeremy Gleeson
  • 20 June 2022 (5 min read)
Equities

Getting past the growing pains of global technology

  • by Jeremy Gleeson
  • 15 June 2022 (5 min read)
Fixed Income

Investing for impactful outcomes

  • by Bruno Bamberger , Sian Long
  • 09 June 2022 (5 min read)

Multi Asset

Our insights into the macroeconomic and market factors affecting multi-asset investing.

Multi Asset

Multi Asset Investment Views - March 2022

  • by Serge Pizem
  • 13 April 2022 (5 min read)
Multi Asset

Multi Asset Investment Views

  • by Serge Pizem
  • 18 January 2022 (5 min read)
Multi Asset

Mid-year 2020 - Global Optimal Income Strategies and Defensive Optimal Income

  • by Serge Pizem
  • 28 July 2020 (7 min read)

Alternatives

Find out more about our views on alternative asset classes and investments.

Environmental

Impact Investing for Insurers: A win-win alternative?

  • by AXA Investment Managers
  • 16 June 2020 (15 min read)
Alternatives

Impact investing: a win-win alternative?

  • by AXA Investment Managers
  • 08 May 2019 (7 min read)
Alternatives

Impact investing: Vaccines – a case study

  • by AXA Investment Managers
  • 04 March 2019 (7 min read)

    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.