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.

Viewpoint CIO

High-low silver lining

  • by Chris Iggo
  • 20 January 2023 (5 min read)
Viewpoint CIO

Being Boring

  • by Chris Iggo
  • 13 January 2023 (5 min read)
Viewpoint CIO

2023 starts cheaper but with new (and old) risks

  • by Chris Iggo
  • 06 January 2023 (5 min read)

Fixed Income

Our latest views on the factors influencing global bond markets.

Fixed Income

Inflation Outlook - October 2022

  • by Jonathan Baltora
  • 09 November 2022 (5 min read)
Fixed Income

Negative correlation: Why investors should not lose faith in fixed income

  • by Jack Stephenson
  • 14 October 2022 (5 min read)
Fixed Income

High yield bonds: Will the rebound continue?

  • by Chris Iggo
  • 10 August 2022 (7 min read)

Equities

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

Equities

A cutting-edge opportunity

  • by Linden Thomson
  • 26 October 2022 (5 min read)
Equities

Is crypto at odds with ESG?

  • by AXA Investment Managers
  • 29 July 2022 (5 min read)
Equities

Equity outlook: Time for quality and growth again

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

Portfolio Construction

Our experts' views on building long-term investment strategies.

    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.