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Research and Insights

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Annual Outlook

Outlook Summary – Slowing mid-cycle, not crashing end-cycle
  • by David Page
  • 30 November 2023 (5 min read)

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Investment Institute

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Market Alerts

China reaction: momentum accelerated boosted by investment

  • by Yingrui Wang
  • 16 April 2024 (3 min read)
Market Alerts

UK reaction: Unemployment rises but the focus remains firmly on pay growth
  • by Gabriella Dickens
  • 16 April 2024 (3 min read)
Macroeconomics

Letter from China
Investment Institute

Our experts and investment teams outline their key convictions

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Investment Strategy Updates

Read the latest updates from our portfolio managers.

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Fixed Income

Emerging Market Debt: hope springs eternal
  • by Magda Branet
  • 12 April 2024 (5 min read)
Fixed Income

US High Yield Comments

  • by AXA Investment Managers
  • 10 April 2024 (3 min read)
Fixed Income

An attractive time to take an active approach to high yield
  • by Mike Graham
  • 09 April 2024 (3 min read)
Research & Insights

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Appointment news

AXA IM hires two economists covering the G7 and EM Asia

  • by Hélène Caillet, Jamie Wynn-William, and others
  • 15 April 2024
Corporate news

AXA IM further strengthens its capabilities in private markets with the acquisition of W Capital Partners
  • by Hélène Caillet, Julie Marie, and others
  • 03 April 2024
Corporate news

AXA IM hires new portfolio manager to join Healthcare team

  • by Hélène Caillet, Jamie Wynn-William, and others
  • 11 March 2024
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    Risk Warning

    The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested.