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Peak rates, massive relief
Markets are resilient. Negative returns last year reflected the end of quantitative easing and the normalisation of interest rates. Of course, inflation created...
ESG dissection of European equities
An empirical analysis of ESG factors and pillars and the implications for European equity markets Key points Our research shows the highest-rated ESG stocks hav...
Green growth, degrowth or a-growth: What’s behind the new models proposed for sustainable economies?
The pursuit of GDP growth has had damaging effects on the planet, and new models for economies have been proposed that seek to underpin a more sustainable futur...
Winners and Losers for 2023: Which asset classes might be in focus?
Key points: In 2022, there was nowhere to hide. The year of all records was marked by a wave of massive risk reduction and a historic bond crash. We appro...
What factor investing can tell us about 2022 and what’s in store for 2023
Key points Factor investing allows investors to identify and classify common characteristics of companies which deliver identifiable and repetitive patterns of...
US Investment Grade Market Outlook 2023
Despite the challenges of 2022, underlying credit fundamentals for US investment grade remained relatively strong as corporate earnings proved more resilient th...
Revisiting the 1994 miracle
Beyond the additional hikes in the US, UK, and Euro area this week, we don’t expect a change of tone from the central banks. We take a hard look at the likeli...
2023 emerging market elections: The who’s who and the so what…
Key points In May, Turkey’s President Erdoğan is running for his re-election. Whatever the result, painful fiscal, monetary and credit policy adjustments nee...
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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.