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Global factor views: Improved stock-picking conditions and ‘Quality’ appears in favour
Key points Global growth looks set to slow, but this should help ease inflationary pressure while interest rates appear close to peak levels We are positive on...
Postcard from Davos
China’s pitch to international investors collides with keen focus on supply-line diversification General optimism at the WEF around economic prospects may und...
Responsible technology: How can companies and investors drive digital inclusion and economic growth?
Key points Access to digital services and solutions is an important part of an inclusive, sustainable and resilient economy Data suggests that most information...
High-low silver lining
There are several themes which could support better market returns going forward. Concerns that bond returns could be positive when central banks are still rais...
Can high yield be a substitute for equities in this low growth environment?
As investors, we are often liable for thinking in specific asset class buckets rather than taking a broader view of the investment universe. Yet, taking a cross...
AXA IM appoints Olivier Paquier as Global Head of ETF Sales
AXA IM reinforces its ETF distribution value chain with the appointment of Olivier Paquier as Global Head of ETF Sales. AXA IM global ETF platform is now centre...
Investing in 2023: Time for a little more optimism
Key points There are several themes that could support markets in 2023 - inflation should ease further The potential impact of China’s reopening on the domest...
How liquid is the green bond market?
Key points: The existence of the ‘greenium’ in the green bond market raises the question of whether this phenomenon also affects liquidity in the sect...
Price-Wage race
More disinflation in the US – and that makes purchasing power resilient A 25-bps hike is probably “in the bag” for the February FOMC meeting, but the Marc...
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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.