Investment Institute
Asset Class Views

Inflation – transitory or not – remains a hot topic for investors

  • 17 November 2021 (3 min read)

In this video, Jonathan Baltora, AXA IM Head of Inflation, Sovereign and FX, shares his views on where we stand with inflation at the moment and what to expect next.

Related Articles

Asset Class Views

Multi-Asset Investments Views: Hold the line, disinflation isn’t always on time

  • by Laurent Clavel
  • 30 April 2024 (7 min read)
Asset Class Views

Global Factor Views: Positive on Growth and Quality but warning signs for Momentum

  • by Jonathan White, Daniel Gradeci
  • 10 April 2024 (7 min read)
Asset Class Views

Multi-Asset Investment Views: And the beat goes on

  • by Andrew Etherington
  • 02 April 2024 (7 min read)


    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.

    Due to its simplification, this document is partial and opinions, estimates and forecasts herein are subjective and subject to change without notice. There is no guarantee forecasts made will come to pass. Data, figures, declarations, analysis, predictions and other information in this document is provided based on our state of knowledge at the time of creation of this document. Whilst every care is taken, no representation or warranty (including liability towards third parties), express or implied, is made as to the accuracy, reliability or completeness of the information contained herein. Reliance upon information in this material is at the sole discretion of the recipient. This material does not contain sufficient information to support an investment decision.