Investment Strategy Updates

Read the latest updates from our portfolio managers.

Quick Take

Our portfolio managers outline their latest market thinking.

Equities

Quick Take with Pauline Llandric - November 2022

  • by Pauline Llandric
  • 19 December 2022 (5 min read)
Quick Take

Quick Take with Peter Vecchio - November 2022

  • by Peter Vecchio
  • 18 November 2022 (5 min read)
Quick Take

Quick Take with Mike Graham – November 2022

  • by Mike Graham
  • 14 November 2022 (5 min read)

Fund Manager Views

Read our portfolio managers' latest thoughts on market conditions.

Fixed Income

What to do with inflation linked bonds when inflation rolls over

  • by Jonathan Baltora
  • 06 February 2023 (5 min read)
Fixed Income

Fixed Income quarterly view – January 2023

  • by Marion Le Morhedec
  • 03 February 2023 (3 min read)
Multi Asset

Winners and Losers for 2023: Which asset classes might be in focus?

  • by Mathieu L'Hoir
  • 31 January 2023 (5 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.