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
The view from the Core CIO Office - July 2024
- by Chris Iggo, ,
- 01 July 2024 (7 min read)
Fixed Income
Our latest views on the factors influencing global bond markets.
Asset Class Views
US high yield: Broader financing options soften impact of higher rates
- by
- 19 June 2024 (7 min read)
Fixed Income
Shorter versus longer-dated bonds: Is there a role for both in investor portfolios?
- by Bruno Bamberger
- 03 November 2023 (7 min read)
Equities
Our latest views on equity markets and what is driving them.
Asset Class Views
The critical role of earnings surprise in equity markets and factor investing
- by
- 25 June 2024 (10 min read)
Asset Class Views
Global Factor Views: Positive on Growth and Quality but warning signs for Momentum
- by Jonathan White,
- 10 April 2024 (7 min read)
Asset Class Views
Global Factor Views: Momentum and Quality fare best amid economic resilience and higher-for-longer rates
- by Jonathan White,
- 20 November 2023 (10 min read)
Multi Asset
Our insights into the macroeconomic and market factors affecting multi-asset investing.
Asset Class Views
Multi-Asset Investments Views: Out of Breath for Lack of Breadth
- by Laurent Clavel
- 28 June 2024 (7 min read)
Asset Class Views
Multi-Asset Investments Views: Bad news on the way… and therein lies the good news
- by
- 04 March 2024 (7 min read)
Alternatives
Find out more about our views on alternative asset classes and investments.
Alternatives
Curlow's convictions: 2024 shaping up to be a good vintage
- by Justin Curlow
- 19 February 2024 (5 min read)
Portfolio Construction
Our experts' views on building long-term investment strategies.
Asset Class Views
An accounting ‘big bang’? The implications for insurance investors from IFRS 9 and 17
- by
- 11 July 2023 (7 min read)
Environmental
Five principles for building a climate-aware Buy and Maintain strategy
- by Bruno Bamberger
- 12 May 2022 (5 min read)
Risk Warning
The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested.