Fund Manager Views

Read our portfolio managers' latest thoughts on market conditions.

Fixed Income

Our latest views on the factors influencing global bond markets.

Fixed Income

How different inflation paths may impact inflation strategies

  • by Jonathan Baltora
  • 05 September 2022 (5 min read)
Fixed Income

Fixed income quarterly views - July 2022

  • by Marion Le Morhedec
  • 21 July 2022 (5 min read)
Fixed Income

Quantifying the greenium

  • by Johann Plé
  • 18 July 2022 (5 min read)

Equities

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

Equities

Active ETFs: A paradigm shift for sustainable investing

  • by AXA Investment Managers
  • 02 September 2022 (5 min read)
Equities

Active ETFs: An increasingly important part of the investment landscape

  • by AXA Investment Managers
  • 31 August 2022 (5 min read)
Equities

A guide to active ETFs

  • by AXA Investment Managers
  • 22 August 2022 (5 min read)

Alternatives

Find out more about our views on alternative asset classes and investments.

    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.