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.

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Viewpoint CIO

Forget the politics: Why election uncertainty won’t, and shouldn’t, put investors off the US
Viewpoint CIO

Carry me home
Viewpoint CIO

Boom boom pow

Fixed Income

Our latest views on the factors influencing global bond markets.

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Asset Class Views

Staying vigilant in Buy and Maintain credit portfolios
Fixed Income

Shorter versus longer-dated bonds: Is there a role for both in investor portfolios?
Sustainability

Why, and how, investors should integrate biodiversity into fixed income portfolios

Equities

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

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Asset Class Views

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

Why 2024 may be the year when small caps bounce back
  • by Caroline Moleux
  • 06 February 2024 (5 min read)
Asset Class Views

Global Factor Views: Momentum and Quality fare best amid economic resilience and higher-for-longer rates
  • by Jonathan White, Daniel Gradeci
  • 20 November 2023 (10 min read)

Multi Asset

Our insights into the macroeconomic and market factors affecting multi-asset investing.

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Asset Class Views

Multi-Asset Investment Views: And the beat goes on
  • by Andrew Etherington
  • 02 April 2024 (7 min read)
Asset Class Views

Multi-Asset Investments Views: Bad news on the way… and therein lies the good news
  • by Andrew Etherington
  • 04 March 2024 (7 min read)
Asset Class Views

Multi-asset outlook: Despite new risks, market has further to run

  • by Mathieu L'Hoir
  • 27 October 2021 (7 min read)

Portfolio Construction

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

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Portfolio Construction

Matching moet harder werken! (voor een koopkrachtiger pensioen)
  • by Martin Sanders
  • 14 August 2023 (3 min read)
Asset Class Views

How pension schemes should view stagflation risks
  • by Martin Sanders
  • 11 July 2023 (7 min read)
Environmental

Five principles for building a climate-aware Buy and Maintain strategy