Investment
Institute
Market Views
Read our latest views on global macroeconomic events.
Market Updates
Chris Iggo, Chair of the AXA IM Investment Institute and CIO of AXA IM Core, shares his latest thinking on markets and investment trends.
Market Updates
Take two: US inflation rises; COP29 focuses on finance and emissions targets
- by
- 18 November 2024 (3 min read)
Market Updates
What will a new US President mean for markets and the global economy?
- by Gilles Moëc, Olivier Blanchard,
- 08 November 2024 (7 min read)
Market Updates
AXA IM US election reaction: what Trump's win means for markets and investors
- by Chris Iggo, David Page,
- 06 November 2024 (10 min read)
Viewpoint Chief Economist
Gilles Moëc, Chief Economist, gives his latest insights on global macroeconomic trends.
Macroeconomics
Read our latest views on global macroeconomic events and find out what they mean for investors.
Macroeconomics
October Op-ed - Meeting in the middle
- by Chris Iggo, Gilles Moëc
- 23 October 2024 (10 min read)
Weekly Market Update
Take Two: the world of finance in two minutes.
Weekly Market Update
Take Two: US inflation continues to fall; China growth expected to slow
- by
- 14 October 2024 (3 min read)
Weekly Market Update
Take Two: Eurozone inflation falls below target; stocks enjoy strong end to September
- by
- 07 October 2024 (3 min read)
Weekly Market Update
Take Two: OECD lifts 2024 growth forecast; China announces major economic stimulus
- by
- 30 September 2024 (3 min read)
Monthly Market Update
Our experts examine markets and the latest macroeconomic trends.
Market Views
September Monthly Investment Strategy - The sum of all fears
- by David Page, Hugo Le Damany,
- 26 September 2024 (10 min read)
Market Views
September Op-ed - Life after the Bang
- by Chris Iggo, Gilles Moëc
- 26 September 2024 (10 min read)
Monthly Market Update
July Monthly Investment Strategy - One crazy summer
- by David Page, Hugo Le Damany,
- 24 July 2024 (10 min read)
Annual Outlook
We analyse the trends and topics which we believe will shape the coming years.
Annual Outlook
Insurance investment outlook 2024: Catching opportunities across the risk spectrum
- by ,
- 06 December 2023 (10 min read)
Annual Outlook
Pensions investment outlook 2024: Mining for opportunities amid easing growth
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- 06 December 2023 (7 min read)
Market Alerts
The latest issues driving global markets.
Market Alerts
China reaction: GDP growth target likely in reach as Q3 figures beat marginally
- by
- 18 October 2024 (3 min read)
Market Alerts
UK reaction: Some volatility at play, but broader pressures are easing
- by
- 16 October 2024 (3 min read)