Insights

All insights

Macro and Market commentaries

Annual Review - 2025

by AXA IM Select

09 December 2025 (10 min read)

On the investment radar 2026: 5 key themes for markets

by AXA IM Select

05 December 2025 (3 min read)

Macro and Market commentaries

Monthly Review - November 2025

by AXA IM Select

03 December 2025 (5 min read)

Market Outlook Podcast: Are we in a bubble?

by AXA IM Select

14 November 2025 (3 min read)

Close Look - Are we in a tech bubble?

by AXA IM Select

11 November 2025 (5 min read)

Macro and Market commentaries

Monthly Review - October 2025

by AXA IM Select

03 November 2025 (5 min read)

Market Outlook Podcast: What is behind the FOMO rally?

by AXA IM Select

20 October 2025 (3 min read)

Macro and Market commentaries

Monthly Review - September 2025

by AXA IM Select

01 October 2025 (5 min read)

Close Look - Where next for US earnings growth?

by AXA IM Select

22 September 2025 (5 min read)

Thought Leadership

Close Look - Defence sector in demand

by AXA IM Select

19 September 2025 (5 min read)