The View From The Core CIO Office

AXA Investment Managers' latest report provides insights into key investment trends shaping 2025, emphasizing fixed income opportunities, macroeconomic risks, and sector-specific outlooks. 

• Fixed Income: Higher bond income returns expected as lower-coupon bonds mature. Short-duration credit strategies may mitigate volatility. 
• Global Outlook: US growth remains resilient, but Asia faces economic headwinds. The ECB’s policy impacts European government bonds.
• Equities: Earnings growth supports US stocks, while European valuations remain attractive.
• Investment Themes: AI-driven opportunities, energy transition, and automation will drive long-term gains.

Explore the full report for deeper analysis and actionable investment insights.