Main content

Research at AXA IM

Primary research is core to our culture

Macro-economic trends and financial markets are the raw materials of our business. We carry out extensive research to generate forward-thinking analysis for our clients, helping us to improve the performance of portfolio managers and develop insight-driven solutions.


Latest news from the Research team

20/01/2017 - Thailand: 2017 Outlook

Mixed growth prospects and relatively high external vulnerability warrant investor caution

18/01/2017 - Brexit: “Great moment of national change”

May’s plan contained little new information but offered a useful, comprehensive clarification of the government’s collective view

16/01/2017 - Macro Insights

The Research & Investment Strategy (R&IS) team present their views on recent developments and the factors shaping markets over the week ahead.

16/01/2017 - Consider this - Eight centuries of bond market reversals

With “Consider this” we introduce a new series of curated articles and papers that we believe could be of interest to our readers. These do not represent our views and are intended for...

12/01/2017 - EM in 2017: the shield of capital inflows

Capital inflows to EMs are expected to slow down in 2017, although Manolis Davradakis does not believe they would fall off a cliff as in 2013-2015.

09/01/2017 - China: fighting an uphill battle to stabilise RMB

PBoC revising the CFETS index and taking steps to alleviate FX pressure

06/01/2017 - Stock-bond correlation - looking for a shift

The negative correlation is likely to weaken, reducing diversification

04/01/2017 - 2017 Global outlook

In this Blue Book, we outline our short-term outlook and highlight the trends we expect to emerge over the next decade. In all, we are erring towards optimism as secular stagnation increasingly...

22/12/2016 - Brexit the French way – regulation, tax and politics

As part of the E-Book “What To Do With the UK? EU perspectives on Brexit”, published on VOX and edited by Pr. Charles Wyplosz, 24 October 2016

20/12/2016 - US outlook 2017

The election of the 45th President of the US looks likely to have a material impact on the outlook for US activity over the coming years. While acknowledging the significant policy uncertainty,...
1, 2 ... 48  |

Laurence Boone - AXA IM Research

"One of the key roles of our research capability is to turn facts and figures into robust,  high-quality analysis, which our investment professionals can rely upon, day in and day out."

AXA IM 2017 Outlook

Our last asset allocation recommendation

Recommended asset allocation for December 2016

Source: AXA IM
Published in December 2016

Download the latest monthly Investment Strategy


The Research team on social media

Follow us on Twitter and LinkedIn for the latest updates from our team, including #AXAIMResearch from Laurence Boone our @AXAChiefEcon


This website uses cookies to collect certain anonymous information when you visit our website (such as to measure and analyse information with respect to visits to our website, and use of our social media sharing tool). By pursuing your navigation on the website, you accept the use and installation of these cookies.