Meet our experts

Find out more about the authors and experts who create and contribute to AXA IM’s articles and insights.

Meet our Investment Institute committee members

Investment Institute

Advisory Committee

AXA IM Investment Institute brings together AXA IM experts across macroeconomic research and investment teams to debate and discuss the trends affecting the investment landscape to generate insights to help clients to make more informed investment decisions.

Chris Iggo
Chair of the AXA IM Investment Institute and CIO of AXA IM Core
Gilles Moëc
AXA Group Chief Economist and Head of AXA IM Research
David Page
Head of Macro Research
Justin Curlow
Global Head of Research & Strategy, AXA IM Alts
Virginie Derue
Head of RI Research
Laurent Clavel
Global Head of Multi-Asset
Marion Le Morhedec
Global Head of Fixed Income
Christophe Fritsch
Global Head of Alternative Credit, AXA IM Alts
Jeroen Bos
Global Head of AXA IM Equity
Investment Institute

External Advisory Members

Providing renowned expertise and insight on a range of topics include macroeconomics, climate change, biodiversity and nature.

Olivier Blanchard
Senior fellow at the Peterson Institute for International Economics
Nigel Topping
UN Climate Change High Level Climate Champion
Investment Institute

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Meet Our Authors

AXA IM’s investment professionals share their views and insights through thought leadership, market and macroeconomic commentaries, blogs and more. They offer unique perspectives and expert analyses of the latest trends in investment management and global financial markets. Find out more below.

Tom Atkinson
Portfolio Manager
Bruno Bamberger
AXA IM Senior Solutions Strategist
François Cabau
Senior Eurozone Economist Macro Research
Olivier Eugène
Head of Climate Research
Jeremy Gleeson
Portfolio Manager, Equities
Théo Kotula
ESG Analyst
Hugo Le Damany
Economist, Macro Research
Johann Plé
Portfolio Manager
Tom Riley
Head of Thematic Equity Strategies, AXA IM Core
Hans Stoter
Global Head of Core Investments
Anne Tolmunen
Portfolio Manager
Jane Wadia
Head of Investment Specialists & Solutions
Jonathan White
Head Of Investment Strategy & Sustainability, AXA IM Core - Equity QI
EDITORIAL GUIDELINES

Read our Editorial Guidelines

Find out more about the policies which guide the production of all of AXA IM’s written content

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Monthly Investment Viewpoint - July 2024
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  • 01 July 2024 (5 min read)
Investment Institute

    Disclaimer

    This promotional communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision.

    Due to its simplification, this document is partial and opinions, estimates and forecasts herein are subjective and subject to change without notice. There is no guarantee forecasts made will come to pass. Data, figures, declarations, analysis, predictions and other information in this document is provided based on our state of knowledge at the time of creation of this document. Whilst every care is taken, no representation or warranty (including liability towards third parties), express or implied, is made as to the accuracy, reliability or completeness of the information contained herein. Reliance upon information in this material is at the sole discretion of the recipient.