AXA Investment Managers’ CIO Outlook (Oct 2025) offers perspectives from its global CIO team on inflation, China’s rebound, and portfolio construction.
-
U.S. inflation is re-accelerating, driven by tariffs and resilient domestic demand, with the Fed likely to maintain caution despite market complacency.
-
In China, equities have delivered double-digit gains despite weak macro data—AI, biotech, and high savings levels underpin market resilience.
-
AXA IM suggests revisiting balanced portfolios, as rising yields improve bond appeal while equities face moderating long-term return potential.
How can investors adapt portfolios amid inflation stickiness and shifting global growth patterns? Explore the full outlook for detailed insights
Om dit artikel te lezen heeft u een abonnement op Investment Officer nodig. Heeft u nog geen abonnement, klik op "Abonneren" voor de verschillende abonnementsregelingen.
