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

US short duration high yield: An interesting option for challenging markets

  • by AXA Investment Managers
  • 28 November 2022 (3 min read)
Fixed Income

A nice surprise for US inflation

  • by Jonathan Baltora
  • 14 November 2022 (5 min read)
Fixed Income

US high yield market update - November 2022

  • by AXA Investment Managers
  • 07 November 2022 (5 min read)

Equities

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

Equities

Safety - a critical factor supporting social progress

  • by Anne Tolmunen
  • 17 November 2022 (5 min read)
Equities

Fighting Biodiversity loss

  • by AXA Investment Managers
  • 02 November 2022 (3 min read)
Equities

Metaverse Academy: Working

  • by Pauline Llandric
  • 20 October 2022 (5 min read)

Multi Asset

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

Multi Asset

Multi Asset Investment Views

  • by Laurent Clavel
  • 02 November 2022 (5 min read)
Multi Asset

Towards a new paradigm: Adapting to volatile markets

  • by Mathieu L'Hoir
  • 27 September 2022 (5 min read)
Multi Asset

Multi Asset Quarterly Update - July 2022

  • by Mathieu L'Hoir
  • 19 July 2022 (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.