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.
Fixed Income
Our latest views on the factors influencing global bond markets.
Fixed Income
Staying vigilant in Buy and Maintain credit portfolios
- by Bruno Bamberger
- 25 January 2024 (7 min read)
Fixed Income
Shorter versus longer-dated bonds: Is there a role for both in investor portfolios?
- by Bruno Bamberger
- 03 November 2023 (7 min read)
Asset Class Views
Bond market pain reintroduces some value
- by Chris Iggo
- 22 August 2023 (7 min read)
Equities
Our latest views on equity markets and what is driving them.
Asset Class Views
Global Factor Views: Positive on Growth and Quality but warning signs for Momentum
- by Jonathan White,
- 10 April 2024 (7 min read)
Asset Class Views
Why 2024 may be the year when small caps bounce back
- by
- 06 February 2024 (5 min read)
Asset Class Views
Global Factor Views: Momentum and Quality fare best amid economic resilience and higher-for-longer rates
- by ,
- 20 November 2023 (10 min read)
Multi Asset
Our insights into the macroeconomic and market factors affecting multi-asset investing.
Asset Class Views
Multi-Asset Investments Views: Bad news on the way… and therein lies the good news
- by
- 04 March 2024 (7 min read)
Asset Class Views
Multi-asset outlook: Despite new risks, market has further to run
- by
- 27 October 2021 (7 min read)
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)