Insights

Bringing together experts from across our research and investment teams

Macroeconomics

Read our latest views on global macroeconomic events.

Explore Macroeconomics
Asset Class Views

February Op-Ed - The end of the dovish pivot
  • by Gilles Moëc , Chris Iggo
  • 13 March 2023 (5 min read)
Annual Outlook

Emerging Markets – Darkest before dawn
  • by Irina Topa-Serry
  • 13 December 2022 (7 min read)
Annual Outlook

Japan – Recovery appears set to continue
  • by Modupe Adegbembo
  • 13 December 2022 (7 min read)

Asset Class Views

Read our latest thinking on asset classes.

Explore Asset Class Views
Viewpoint CIO

How it ends
  • by Chris Iggo
  • 24 March 2023 (5 min read)
Asset Class Views

What the banking sector turmoil means for tech, monetary, policy, and investors
  • by AXA Investment Managers
  • 22 March 2023 (5 min read)
Technology

Technology stocks: Long-term trends present compelling opportunities
  • by AXA IM Investment Institute
  • 22 March 2023 (5 min read)

Sustainability

We believe sustainable investing is key to long-term financial returns.

Explore Sustainability
Environmental

Understanding scope 3: How responsible investors can wrestle with the unruliest of emissions
  • by Olivier Eugène
  • 23 February 2023 (7 min read)
Asset Class Views

Conscious investing: Why now? Why still?
  • by Clémence Humeau
  • 17 February 2023 (5 min read)
Sustainability

Responsible technology: How can companies and investors drive digital inclusion and economic growth?
  • by Théo Kotula
  • 27 January 2023 (3 min read)
Investment Institute

Our experts and investment teams outline their key convictions

Learn more