AXA Investment Managers

The second edition of our AIM 2026 newsletter is out! This edition is packed with insightful content that delves into our evolving responsible investment strategy and commitment to a sustainable future. Here's a sneak peek of what you can expect: ◻ How we are evolving our responsible investment strategy with AXA Chief Economist and AXA IM's Head of Research Gilles Moec ◻ Our transparency on our sustainability commitments ◻ AXA IM Select's recent global investor survey on ESG investing ◻ Sound Progress - our podcast addressing sustainability in the face of polycrisis.   #ResponsibleInvestment #Sustainability #AIM2026Newsletter #AIM2026 #AXAIMSelect

Nvidia briefly became the most valuable company in the world. As its valuation touched $3.3 trillion, the company overtook Microsoft and Apple to take pole position. And the ECB did not disappoint markets and delivered a 25 basis points rate cut at its June meeting. The EU imposed tariffs on EV imports from China, although at lower levels than expected. The range will be between 18-40%, on top of the existing 10% tariff. https://bit.ly/3L9Kwqc For professional investors only. Follow #AXAIMSelect to get our specialist multi-manager’s latest news and views. #globalmarkets #interestrates #tariffs

I am delighted to announce the launch of my new podcast with AXA Investment Managers, The Sound of Finance. Each month I'll be joined by guests as we discuss the latest macroeconomic insights and assess the impact on markets, and indeed investors. Marie Bogataj Marco Morelli Chris Iggo Hans Stoter. https://lnkd.in/eA6wHiKN

We are sponsoring a roundtable on 'Carbon Pricing & Carbon Credits,' hosted by Financial Investigator on 4 July in Amsterdam, the Netherlands. Jonathan Dean, Deputy Head of Natural Capital & Impact Private Equity at AXA IM Alts, will share his insights and expertise in this area. Find out more information here ▶ https://lnkd.in/eu_J7ZHh [For professional investors only] #AXAIMAlts #NaturalCapital #Sustainability #CarbonCredit

AXA Investment Managers is delighted to announce the opening of AXA IM Alts’ first office in the Middle East, located at Abu Dhabi Global Market. This new office brings our expertise across real estate, alternative credit, infrastructure, and natural capital & impact investing closer to institutional investors in the region, effectively expanding our global footprint and enhancing AXA IM Alts’ capital raising and client servicing capabilities across the globe. We have appointed Ammar Bukhamsin and promoted François Boissin as Co-Heads of the Middle East and North Africa Client Group Alts. Read the Press release ▶ https://lnkd.in/ethAEKRX #AXAIMAlts #ClientGroup #MiddleEast #MENA

What could a shift in interest rate expectations possibly mean for fixed income investors? Higher-for-longer interest rates have benefited bonds. Older bonds approaching maturity are on a pull-to-par journey, while new bonds have higher coupons. Attention must be paid to shifting interest rate expectations, surprise policy moves, or changes in the credit environment. All this has made fixed come potentially attractive. Find out more about the latest market news in my weekly insight part of the #AXAIMInvestmentinstitute. AXA Investment Managers. 

In the second instalment of our series unpacking the findings from our recent ESG investor study, we examine the knowledge gaps that exist among investors regarding ESG products and terminology, and delve into the necessity for adviser guidance and support. https://bit.ly/3RMjHfD #ESG #investment #AXAIMSelect

Last week, we were pleased to launch the first pilot of our new program #PopSkills #Finance X AXA Investment Managers which took place at our Paris office. A group of students from various schools have received training from Vox Populi to develop their soft skills. They also had the opportunity to meet with some of our representatives to get some insights on our global leading alternatives investments expertise, including real estate, infrastructure, alternative credit, as well as ESG. Olivier Thoral, Mikaël ASSOUMAYA, Océane Boursier, Benjamin Lecourt, The Duy Nguyen, CFA, Benoît Roques, Thomas Van Rompaey (CESGA), Cécile Despatin, Ghetty Defort, Noelia Garcia, ESSEC Business School, KEDGE Business School, emlyon business school, Université Paris-Est Créteil (UPEC). Photo copyright : Sadio Photo #DriveProgressWithAXAIM #AXAIMAlts #CampusAXAIM #ProudToBeAXA

While the US economy continues to surpass expectations, US Fixed Income Investment Specialist, Jack Stephenson, and Portfolio Manager, Mike Graham, discuss how broader financing options may soften the impact of higher rates. ➡ https://lnkd.in/eda2tKhH #AXAIMInvestmentInstitute #FixedIncome #USMarket

We announce the development of a 35,000 sqm state-of-the-art office scheme that will be located on top of the Centro Colombo shopping centre in Lisbon, partnering with Sonae Sierra. This transaction aligns with AXA IM Alts’ strategy of targeting high quality, technologically advanced and amenity rich office developments that are at the forefront of occupier demand. The construction launched in September 2022, beginning with the structural work inside Centro Colombo. The next phase of development will focus on the exterior of the building, with completion expected by the end of 2025. Read the Press Release ▶ https://lnkd.in/g-d7XCWB #AXAIMAlts #RealEstate #Portugal #Lisbon