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

Peak rates, massive relief

  • by Chris Iggo
  • 03 February 2023 (5 min read)
Sustainability

Green growth, degrowth or a-growth: What’s behind the new models proposed for sustainable economies?

  • by Chris Iggo
  • 01 February 2023 (7 min read)
Viewpoint CIO

High-low silver lining

  • by Chris Iggo
  • 20 January 2023 (5 min read)

Fixed Income

Our latest views on the factors influencing global bond markets.

Equities

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

Equities

ESG dissection of European equities

  • by Emmanuel Makonga
  • 02 February 2023 (5 min read)
Equities

What factor investing can tell us about 2022 and what’s in store for 2023

  • by Alec Harper
  • 31 January 2023 (7 min read)
Equities

Global factor views: Improved stock-picking conditions and ‘Quality’ appears in favour

  • by Jonathan White , Gregory Venizelos
  • 26 January 2023 (7 min read)

Multi Asset

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

Portfolio Construction

Our experts' views on building long-term investment strategies.