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
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- 30 November 2023 (7 min read)
Fixed Income
Our latest views on the factors influencing global bond markets.
Macroeconomics
Shorter versus longer-dated bonds: Is there a role for both in investor portfolios?
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- 03 November 2023 (7 min read)
Asset Class Views
What the banking sector turmoil means for tech, monetary policy and investors
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- 21 March 2023 (5 min read)
Equities
Our latest views on equity markets and what is driving them.
Asset Class Views
Global Factor Views: Momentum and Quality fare best amid economic resilience and higher-for-longer rates
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- 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 outlook: Despite new risks, market has further to run
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- 27 October 2021 (7 min read)
Monthly Market Update
June investment strategy - The virus has not gone away
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- 24 June 2020 (7 min read)
Alternatives
Find out more about our views on alternative asset classes and investments.
Alternatives
How impact investing feeds the engine for the sustainability era
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- 22 May 2020 (15 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
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- 11 July 2023 (7 min read)
Portfolio Construction
Pensions Investment Outlook: Challenges and Opportunities
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- 17 January 2022 (5 min read)