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Monthly Perspectives
The latest investment strategy updates from our experts.
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Equities
Our latest views on equity markets and what is driving them.
European equities: local expertise and global reach combine in long-term, climate-friendly opportunities
- by
- 05 December 2023 (5 min read)
All hands on Tech: how long-term growth opportunities can help weather volatile markets
- by
- 02 October 2023 (7 min read)
Biodiversity and net zero - does the energy transition have a clean conscience?
- by Tom Atkinson
- 01 September 2023 (5 min read)
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Fixed Income
Our latest views on the factors influencing global bond markets.
Optimising total return with short duration in euro credit markets
- by
- 02 September 2024 (3 min read)
Why ETF investors should not overlook active fixed income
- by
- 13 March 2024 (5 min read)
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Multi Asset
Our insights into the macroeconomic and market factors affecting multi-asset investing.
Winners and Losers for 2023: Which asset classes might be in focus?
- by
- 31 January 2023 (5 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.
Disclaimer
The information on this website is intended for investors domiciled in Switzerland.
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This website is for advertising and informational purpose only. The published information and expression of opinions are provided for personal use only. The information, data, figures, opinions, statements, analyses, forecasts, simulations, concepts and other data provided by AXA IM in this document are based on our knowledge and experience at the time of preparation and are subject to change without notice.
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