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And into the second half…
by Chris Iggo 27 June 2025 (3 min read)
June Op-ed - Still Complicated
by Gilles Moëc, Chris Iggo 26 June 2025 (10 min read)
June Global Macro Monthly - Fiscal anchors
by François Cabau, Gilles Moëc, 26 June 2025 (10 min read)
Middle East conflict: What investors need to know
by Chris Iggo 23 June 2025 (7 min read)
Take two: Fed and BoJ leave rates unchanged; Fed lowers US economic outlook
by 23 June 2025 (3 min read)
Snowballing Away
by Gilles Moëc 23 June 2025 (7 min read)
Walking blind
by Chris Iggo 20 June 2025 (3 min read)
Where’s inflation?
by Gilles Moëc 16 June 2025 (7 min read)
Take two: World Bank cuts global growth outlook; US inflation rises less than expected
by 16 June 2025 (3 min read)
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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.