Investment Institute
Asset Class Views

Equities

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

Asset Class Views

Global Factor Views: Positive on ‘Quality’ equities

  • by Jonathan White , Gregory Venizelos
  • 03 August 2022 (5 min read)
Equities

Equity outlook: Time for quality and growth again

  • by Chris Iggo
  • 25 July 2022 (7 min read)
Demographics

Why 2030 will be a pivotal moment for the longevity economy

  • by Peter Hughes , Stephen Kelly
  • 12 April 2022 (7 min read)
Sustainability

Top ESG equities show their resilience in 2021

  • by Hina Varsani
  • 11 February 2022 (5 min read)
Technology

Could an Alzheimer’s breakthrough herald a major new market for biotech?

  • by Peter Hughes , Cinney Zhang
  • 01 December 2022 (7 min read)
Technology

Black Friday and Cyber Monday: E-Commerce against a backdrop of high inflation

  • by AXA Investment Managers
  • 24 November 2022 (5 min read)
Equities

Equities outlook: Balancing the tactical with the long-term

  • by Mark Hargraves
  • 14 November 2022 (7 min read)
Technology

Singles Day: What you need to know about the world’s biggest retail event

  • by AXA Investment Managers
  • 10 November 2022 (5 min read)
Social

Four reasons why social investing will be a driver of long-term sustainability

  • by Anne Tolmunen
  • 27 October 2022 (5 min read)
Technology

Biotech: How strong tailwinds could support a growing opportunity set

  • by Linden Thomson , Peter Hughes
  • 19 October 2022 (7 min read)

    Disclaimer

    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.