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Everything from AXA Investment Managers

Markets look beyond geopolitics as AI and rate hopes drive returns

From AXA Investment Managers

The current peace deal may be fragile, but markets need it to be genuine. If inflation and interest rate risk moderates, bond returns could potentially be sustained at a healthy

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25 Jun 2026

Resilient to bubbles and bullets

From AXA Investment Managers

Shock, adjust, continue The Iran war started more than three months ago now. Investors spent a lot of time in March trying to define different scenarios and predict how the

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12 Jun 2026

AXA IM celebrates 40 years of quant investing, embraces AI evolution

From AXA Investment Managers

Quant investing is entering a new era heralded by AI, according to AXA Investment Managers (AXA IM), which this year celebrates 40 years of quant equity innovation. Launched in 1985,

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02 Oct 2025

The ‘Gini’ is out of the bottle

From AXA Investment Managers

Recession proof (?) Recent global equity market price momentum has been strong despite ongoing policy uncertainty, escalated military conflict in the Middle East, and lower consensus economic growth forecasts. A

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16 Jul 2025

ETF investors enjoy bullish momentum despite global uncertainty

From AXA Investment Managers

Exchange-traded fund (ETF) investors have faced a significant increase in global economic uncertainty in 2025. But while the market backdrop of the past six months has been beset by volatility,

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09 Jul 2025

Uncertainty continues to dictate outlook

From AXA Investment Managers

Investors await clarity on US policy US policy uncertainty and its outlook implications remain front and centre. In the case of adverse outcomes, US assets remain most at risk, given

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12 Jun 2025

Keep the poise, ignore the noise

From AXA Investment Managers

The global geopolitical and economic discourse has become confrontational. This creates uncertainty for investors. Sentiment is volatile. Away from the noise, net market returns are nothing special. The trade war,

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04 Jun 2025

Green bond issuance to hit record US$600 billion in 2025

From AXA Investment Managers

AXA Investment Managers forecasts that green bond issuance will soar to US$600 billion in 2025, driven by supportive regulation, evolving market dynamics, and surging investor demand for credible ESG-aligned investments.

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23 May 2025

A turnaround or more uncertainty – where to next for markets?

From AXA Investment Managers

Markets are back to where they were before 2 April. Economists thought a recession was a sure bet but are not so convinced now. Investor sentiment – or at least

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21 May 2025

Navigating an evolving landscape of interconnected risks: the role of active stewardship in AXA IM’s fiduciary duty

From AXA Investment Managers

AXA Investment Managers (AXA IM) has released its 2024 Stewardship report, reaffirming its commitment to long-term value creation through active stewardship. The report outlines AXA IM’s ongoing efforts to drive

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11 Apr 2025

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]