Investment Institute

Investment Institute

Bringing together experts from across our research and investment teams to help you make more informed investment decisions.

AXA IM's Investment Institute

Our experts give you their insights on the short and long-term trends affecting the global macroeconomic and investment outlook.
Investment Institute

Outlook 2024

Mid-cycle adjustment, not end-cycle crash

Read our outlook 2024

Macroeconomics

Read our latest views on global macroeconomic events.

Weekly Market Update

Take Two: US inflation eases; Japan falls into recession

  • by AXA Investment Managers
  • 19 February 2024 (3 min read)
Macroeconomics

Pesky Data

  • by Gilles Moëc
  • 19 February 2024 (10 min read)
Viewpoint Chief Economist

Zoom on the Boom

  • by Gilles Moëc
  • 12 February 2024 (10 min read)

Asset Class Views

Read our latest thinking on asset classes.

Viewpoint CIO

Home and away

  • by Chris Iggo
  • 16 February 2024 (7 min read)
Fixed Income

Green Bonds Quarterly Update - February 2024

  • by Edgar Mehrabyan
  • 15 February 2024 (3 min read)
Asset Class Views

Why 2024 may be the year when small caps bounce back

  • by Caroline Moleux
  • 06 February 2024 (5 min read)

Sustainability

We believe sustainable investing is key to long-term financial returns.

    Disclaimer

    This website is published by AXA Investment Managers Australia Ltd (ABN 47 107 346 841 AFSL 273320) (“AXA IM Australia”) and is intended only for professional investors, sophisticated investors and wholesale clients as defined in the Corporations Act 2001 (Cth).

    This publication is for informational purposes only and does not constitute investment research or financial analysis relating to transactions in financial instruments, 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.

    Market commentary on the website has been prepared for general informational purposes by the authors, who are part of AXA Investment Managers. This market commentary reflects the views of the authors, and statements in it may differ from the views of others in AXA Investment Managers.

    Due to its simplification, this publication is partial and opinions, estimates and forecasts herein are subjective and subject to change without notice. There is no guarantee forecasts made will come to pass. Data, figures, declarations, analysis, predictions and other information in this publication is provided based on our state of knowledge at the time of creation of this publication. Whilst every care is taken, no representation or warranty (including liability towards third parties), express or implied, is made as to the accuracy, reliability or completeness of the information contained herein. Reliance upon information in this material is at the sole discretion of the recipient. This material does not contain sufficient information to support an investment decision.

    All investment involves risk , including the loss of capital. The value of investments and the income from them can fluctuate and investors may not get back the amount originally invested.