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The circular economy: A potential value driver across industries
The concept of a circular economy has gained traction as the world considers the threats created by the linear economy’s ‘take-make-dispose’ approach to p...
Emerging markets inflation: Characteristics, causes and effects
Key points Global factors have put upward pressure on inflation rates across emerging market (EM) economies EM economies’ characteristics have exacerbated the...
AXA Investment Managers appoints Gideon Smith as Global Head of AXA IM Equity QI
AXA Investment Managers (AXA IM) today announces the appointment of Gideon Smith, previously Co-Chief Investment Officer of AXA IM Equity QI, as Global Head of...
Equity outlook: Time for quality and growth again
With increasing economic uncertainty, we believe investors should focus on high-quality stocks demonstrating earnings resilience and strong earnings growth We b...
Quantifying the greenium
Despite a very challenging year for the fixed income market, green bond issuance managed to keep pace with the 2021 record. As at the end of June, $207bn of gre...
In shock news, bond returns turn positive!
The price of the benchmark 30-year US Treasury bond has risen 6.8% since 14 June. It hasn’t gone down even in the wake of the release of a 9.1% inflation numb...
Why green hydrogen can play a crucial role in the energy transition
Soaring gas prices and a renewed focus on energy security following Russia’s invasion of Ukraine have highlighted growing interest in hydrogen as an energy so...
Boris on his bike
The UK has suffered from political divisions over Brexit for six years. Since a relatively hard Brexit was negotiated under the current government there have be...
New diversity in green bonds may offer fertile ground for investors
The green bonds sector is changing. Years of powerful growth have not only brought it into the mainstream but have also delivered a richer, more varied universe...
Will humble and nimble Fed policy avoid recession
Key points Inflation is too high and looks set to remain so throughout 2022. The Federal Reserve has embarked on a swift policy tightening to quell domestic pre...
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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.