
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.
Shorter versus longer-dated bonds: Is there a role for both in investor portfolios?
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- 03 November 2023 (7 min read)
Spread the word: Managing drawdown risks in corporate bond portfolios
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- 22 May 2023 (7 min read)
Equities
Our latest views on equity markets and what is driving them.
Global Factor Views: Momentum and Quality fare best amid economic resilience and higher-for-longer rates
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- 20 November 2023 (10 min read)
Global factor views: Macroeconomic uncertainty leaves Quality in favour
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- 25 April 2023 (7 min read)
Portfolio Construction
Our experts' views on building long-term investment strategies.
An accounting ‘big bang’? The implications for insurance investors from IFRS 9 and 17
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- 11 July 2023 (7 min read)
Five principles for building a climate-aware Buy and Maintain strategy
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- 12 May 2022 (5 min read)
Riding out market volatility: Lump sum versus regular investing
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- 19 April 2022 (7 min read)