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

Why now may be an excellent entry point for US Short Duration High Yield

  • by AXA Investment Managers
  • 16 May 2022 (5 min read)
Fixed Income

Fixed income has become an investable asset class again

  • by Nick Hayes
  • 10 May 2022 (7 min read)
Fixed Income

Why the narrative on inflation is shifting

  • by Jonathan Baltora
  • 21 February 2022 (5 min read)

Equities

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

Equities

The death of equity income? Far from it

  • by Simon Young
  • 18 May 2022 (5 min read)
Equities

China equity: Record derating calls for revaluation

  • by Aidan Yao , William Chuang
  • 16 May 2022 (5 min read)
Equities

Quick take with Amanda O’Toole - March 2022

  • by Amanda O’Toole
  • 11 March 2022 (5 min read)

Multi Asset

Our insights into the macroeconomic and market factors affecting multi-asset investing.

Multi Asset

Ukraine crisis and renewed volatility: What investors need to know

  • by Mathieu L'Hoir
  • 04 March 2022 (5 min read)
Multi Asset

Multi Asset Investment Views

  • by Serge Pizem
  • 18 January 2022 (5 min read)
Multi Asset

Multi-asset outlook: Despite new risks, market has further to run

  • by Mathieu L'Hoir
  • 27 October 2021 (7 min read)

    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.