Insights

Bringing together experts from across our research and investment teams

Macroeconomics

Read our latest views on global macroeconomic events.

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.

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.

Investment Institute

Our experts and investment teams outline their key convictions

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