Fund Manager Views

Equities

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

Equities

Genetics: An exciting and investable theme
  • by Linden Thomson, Peter Hughes
  • 06 October 2021 (5 min read)
Equities

Why Now for the Clean Economy?

  • by Amanda O’Toole
  • 20 September 2021 (10 min read)
Environmental

ESG integration within equities at AXA IM
  • by AXA Investment Managers
  • 10 September 2021 (5 min read)
Equities

Using technology to tackle growing electronic waste

  • by Amanda O’Toole
  • 20 August 2021 (5 min read)
Environmental

Why more nuance is needed in ESG ratings
  • by Simon Young
  • 16 August 2021 (5 min read)
Equities

How the internet and social media have changed the way our minds work
  • by AXA Investment Managers
  • 16 August 2021 (7 min read)
Equities

Alzheimer's breakthrough could drive a new wave of biotech innovation and investment
  • by Linden Thomson, Peter Hughes
  • 30 July 2021 (5 min read)
Technology

Company earnings calls a year into the crisis: How has the conversation shifted?
  • by Alex Ions, Euan Mackay
  • 23 July 2021 (5 min read)
Equities

How has e-commerce shaped the logistics real estate space?
Equities

Thematic investing set to transform asset management?
  • by AXA Investment Managers
  • 23 June 2021 (5 min read)