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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.
Is it time for investors to reassess emerging markets?
- by Chris Iggo
- 02 August 2024 (7 min read)
Fixed Income
Our latest views on the factors influencing global bond markets.
US high yield: Broader financing options soften impact of higher rates
- by ,
- 19 June 2024 (7 min read)
Staying vigilant in Buy and Maintain credit portfolios
- by Bruno Bamberger
- 25 January 2024 (7 min read)
Equities
Our latest views on equity markets and what is driving them.
Global Factor Views: Macroeconomics favour Quality and Low Volatility stocks
- by Jonathan White,
- 19 August 2024 (5 min read)
The critical role of earnings surprise in equity markets and factor investing
- by
- 25 June 2024 (10 min read)
Global Factor Views: Positive on Growth and Quality but warning signs for Momentum
- by Jonathan White,
- 10 April 2024 (7 min read)
Multi Asset
Our insights into the macroeconomic and market factors affecting multi-asset investing.
Multi-Asset Investments Views: And I can’t breathe without you, but I have to
- by
- 29 July 2024 (5 min read)
Multi-Asset Investments Views: Out of Breath for Lack of Breadth
- by Laurent Clavel
- 28 June 2024 (7 min read)
Alternatives
Find out more about our views on alternative asset classes and investments.
Curlow's convictions: 2024 shaping up to be a good vintage
- by Justin Curlow
- 19 February 2024 (5 min read)
Curlow's convictions: A good vintage to be a lender
- by Justin Curlow
- 14 July 2023 (5 min read)
How impact investing feeds the engine for the sustainability era
- by
- 22 May 2020 (15 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
- by
- 11 July 2023 (7 min read)
Pensions Investment Outlook: Challenges and Opportunities
- by Chris Iggo
- 17 January 2022 (5 min read)