AXA Investment Managers

Central bank rates are converging at their average lowest levels for a few years. The year ahead could be one of stability, which would be supportive for carry-based fixed income strategies. Higher credit returns should follow, but investors can also lock in decent yields and improve their average credit quality exposure. More substantial credit shocks are possible, but as long as nominal growth remains robust, the ‘buy on dips’ mentality is likely to prevail. Read more here: https://lnkd.in/eWtsbxYt

West meets East The US and China ramped up trade tensions ahead of the Asia-Pacific Economic Cooperation Forum. China proposed restrictions on the export of rare earth metals, critical to the production of electric vehicles, smartphones and fighter jets. The US responded with threats of an extra 100% tariff on Chinese exports. Read our top stories on the market, here: https://lnkd.in/e3xam-zc For professional investors only. #AXAIMSelect #monthlyreview #tariffs #silver #AI

The launch of COP30 on Monday in Brazil is a new milestone for global climate action. Visit our website to read some of the insights shared by our experts in the lead up to COP30, including from Jonathan Dean, Jane Wadia and Johann Plé.   #SustainableFinance #GreenBonds #COP30 #ClimateAction #ResponsibleInvesting

In this month’s latest CIO views, our experts Chris Iggo, Alessandro Tentori and Ecaterina Bigos look at the rise of fixed income opportunities, the European investor optimism, and the economic priorities set out by China. Read more here: https://lnkd.in/eN_3S7ha

We are thrilled to announce that AXA IM Alts has won the Property Manager of the Year category at the Irish Pensions Awards 2025. This recognition highlights our expertise in real estate and our ongoing commitment to sustainability and innovation. Our 30+ years in the sector and hands-on, 'builder's DNA' approach have once again distinguished us in the industry. Congratulations to our Real Estate teams on this fantastic achievement. #AXAIMAlts #RealEstate #Awards #MarketingCommunication #IrishPensionsAwards Awards do not indicate future performance or future award wins.

Not for US investors. We're delighted to celebrate 10 years of our Green Bonds strategy. Read about the journey the team has experienced over the past decade as green bonds has grown from a niche market to a potentially attractive core bond allocation with environmental benefits https://lnkd.in/exHjG6HG. For professionals only. Capital at risk. #MarketingCommunication

Our global economic barometer shows clear skies in the US, which appear to have emerged as the winner in the global trade war. Conditions in China are bright too, while Europe looks mostly fine, but there are a few foggy patches on the horizon. See our latest quarterly market forecast video, where we share our outlook for the investment environment, and how this could impact opportunities for portfolios. AI TRANSPARENCY: This video features an AI-generated presenter sharing our team's human-developed economic analysis. #AXAIMSelect #MarketOutlook #TradeTariffs

We are pleased to be participating in the P&I WorldPensionSummit, taking place from 4–6 November in The Hague, a leading event bringing together pension decision-makers from around the globe. Chris Iggo, CIO of AXA IM Core, will join the CIO Opening Panel, sharing perspectives on the opportunities and challenges facing long-term investors. This year’s discussion will place a special focus on the role institutional investors play in financing the energy transition. More information about the event ▶ https://lnkd.in/ep2wAVFE #AXAIM #WorldPensionSummit #EnergyTransition #InstitutionalInvesting #CIOInsights

We are pleased to be participating in DLA Piper’s Quo Vadis Italy Conference happening on November 4, one of the most recognized real estate events in Italy, bringing together over 300 decision-makers from across the industry. Justin Curlow, Global Head of Research & Strategy Real Estate at AXA IM Alts, will deliver the keynote presentation “Investing in Real Estate – the challenges of a global investment manager in a climate of geopolitical uncertainties”, sharing insights on navigating market complexities and identifying opportunities in a shifting global landscape. More information about the event ▶ https://lnkd.in/deZDihP5 #AXAIMAlts #RealEstate #Milan For Professional Investors

Haus zum Falken is Complete We are pleased to announce that “Haus zum Falken” is now fully complete and fully leased. Designed by Santiago Calatrava, the building adds a distinctive architectural landmark to Zurich’s vibrant Bahnhof Stadelhofen Station. The upper floors will host various medical practices, including Zollikerberg Hospital’s Women’s Permanence. On the ground floor, Confiserie Bachmann will soon open its doors, and in the underground level, the new bike station with 800 places will support Zurich’s sustainable mobility. Congratulations to all involved in bringing this landmark project to fruition.