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Annual Outlook
US equities - Artificial intelligence: Not a bubble… yet
Artificial intelligence (AI) is the most impactful digital transformation theme since the development of the Internet. The public launch of ChatGPT in November...
Annual Outlook
Macroeconomic outlook: Surprisingly resilient
The global economy has proved surprisingly resilient in 2025. In the immediate aftermath of Liberation Day, the IMF forecast that the global economy would grow...
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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.