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

Active US High Yield: A new frontier for ETFs

  • by AXA Investment Managers
  • 31 May 2024 (3 min read)
Fixed Income

Using short duration as a liquidity tool

  • by Nicolas Trindade
  • 27 May 2024 (5 min read)
Fixed Income

How to capitalise on euro credit opportunities in evolving markets

  • by AXA Investment Managers
  • 13 May 2024 (5 min read)

Equities

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

Equities

Generative AI: The future of e-commerce is here

  • by AXA Investment Managers
  • 30 April 2024 (7 min read)
Equities

European Equities Quarterly Update - February 2024

  • by Emeric Oziel
  • 27 February 2024 (3 min read)
Equities

More than meets the AI? Exploring key drivers for tech in 2024

  • by AXA Investment Managers
  • 30 January 2024 (7 min read)

Multi Asset

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

    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.