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Take Two: Central banks leave interest rates unchanged, and oil prices rise
What do you need to know?The US Federal Reserve left interest rates on hold at 3.50%-3.75% but its members were divided over the path of future policy. One poli...
Earnings to the rescue!
Some investors were puzzled by the sharp drop in oil prices a few weeks ago based on a few - but at times contradictory - social media posts from President Dona...
US small caps – Reasons to be cheerful
US small-cap stocks had a strong start to 2026 with the Russell 2000 index significantly outperforming the S&P 500 large cap. Geoff Dailey, Head of US Equities...
Take Two: US and Japan stocks hit fresh highs; Eurozone business activity falls
What do you need to know? Global stock markets were buoyed by the extended ceasefire in the Middle East and better-than-expected corporate earnings last we...
Chips and oil
Korean stocks are flying, led by semiconductor and other computer hardware stocks. In the US, technology companies’ earnings reports have been strong so far w...
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AXA IM and BNPP AM are progressively merging and streamlining our legal entities to create a unified structure
AXA Investment Managers joined BNP Paribas Group in July 2025. Following the merger of AXA Investment Managers Paris and BNP PARIBAS ASSET MANAGEMENT Europe and their respective holding companies on December 31, 2025, the combined company now operates under the BNP PARIBAS ASSET MANAGEMENT Europe name.