Investment Institute

Investment Institute

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

Investment Institute

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


Read our latest views on global macroeconomic events.

Monthly Market Update

July Op-Ed - Signs of recession accumulating, but is it fully in the price?

  • by Gilles Moëc , Chris Iggo
  • 27 July 2022 (7 min read)
Monthly Market Update

June Op-Ed - Stories for the summer

  • by Gilles Moëc , Chris Iggo
  • 29 June 2022 (5 min read)
Viewpoint Chief Economist

Bad Peripheral Vision

  • by Gilles Moëc
  • 13 June 2022 (7 min read)

Asset Class Views

Read our latest thinking on asset classes.


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


The impact of the Ukraine crisis on climate change

  • by David Page , Olivier Eugène
  • 07 June 2022 (10 min read)

Geopolitics vs. the race to net zero

  • by AXA IM Investment Institute
  • 30 May 2022 (5 min read)

The Ukraine crisis and its impact on insurers

  • by Arnaud Lebreton , Yolande Poulou
  • 26 May 2022 (7 min read)


    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.