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.

Annual Outlook

Investment Strategy Outlook – Modest growth, modest returns

  • by Chris Iggo
  • 30 November 2023 (7 min read)
Viewpoint CIO

Giving thanks (to bullish markets)

  • by Chris Iggo
  • 17 November 2023 (5 min read)
Viewpoint CIO

Risk premiums for the age

  • by Chris Iggo
  • 10 November 2023 (5 min read)

Fixed Income

Our latest views on the factors influencing global bond markets.

Equities

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

Multi Asset

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

Asset Class Views

Multi-asset outlook: Despite new risks, market has further to run

  • by Mathieu L'Hoir
  • 27 October 2021 (7 min read)
Monthly Market Update

July Investment Strategy - And after the summer?

  • by Gilles Moëc , Chris Iggo
  • 22 July 2020 (5 min read)
Monthly Market Update

June investment strategy - The virus has not gone away

  • by Gilles Moëc , Chris Iggo
  • 24 June 2020 (7 min read)

Alternatives

Find out more about our views on alternative asset classes and investments.

Alternatives

Curlow's convictions: A good vintage to be a lender

  • by Justin Curlow
  • 14 July 2023 (5 min read)
Alternatives

How impact investing feeds the engine for the sustainability era

  • by Shade Duffy
  • 22 May 2020 (15 min read)
Alternatives

Impact investing: Vaccines – a case study

  • by AXA Investment Managers
  • 04 March 2019 (7 min read)

Portfolio Construction

Our experts' views on building long-term investment strategies.