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.
Fixed Income
Our latest views on the factors influencing global bond markets.
Asset Class Views
US high yield: Broader financing options soften impact of higher rates
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- 19 June 2024 (7 min read)
Asset Class Views
Staying vigilant in Buy and Maintain credit portfolios
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- 25 January 2024 (7 min read)
Equities
Our latest views on equity markets and what is driving them.
Asset Class Views
The critical role of earnings surprise in equity markets and factor investing
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- 25 June 2024 (10 min read)
Asset Class Views
Global Factor Views: Positive on Growth and Quality but warning signs for Momentum
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- 10 April 2024 (7 min read)
Asset Class Views
Why 2024 may be the year when small caps bounce back
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- 06 February 2024 (5 min read)
Multi Asset
Our insights into the macroeconomic and market factors affecting multi-asset investing.
Asset Class Views
Multi-Asset Investments Views: Out of Breath for Lack of Breadth
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- 28 June 2024 (7 min read)
Alternatives
Find out more about our views on alternative asset classes and investments.
Alternatives
Curlow's convictions: 2024 shaping up to be a good vintage
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- 19 February 2024 (5 min read)
Portfolio Construction
Our experts' views on building long-term investment strategies.
Portfolio Construction
Matching moet harder werken! (voor een koopkrachtiger pensioen)
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- 14 August 2023 (3 min read)
Environmental
Five principles for building a climate-aware Buy and Maintain strategy
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- 12 May 2022 (5 min read)