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Stockholm Syndrome
The February inflation data vindicates the ECB hawks. We remain however concerned with the “financial channel”: the January batch for loans confirms the cre...
Is transparency the answer to sustainability uncertainty?
Key points Labelling funds as sustainable can be challenging due to a lack of regulatory clarity Actively managed exchange traded funds disclose their holdings...
Rates and bond stuff
Central banks will have tightened a lot by the time they’re done. But people have been surprised at the resiliency of the economic data in the face of higher...
Resilience of the West
One of the conditions for the transatlantic relationship to thrive is that Europe is convinced the US is not a spent economic force. It’s easier today than 10...
This is not normal
There are elements of this business cycle that are familiar: Tight labour markets, inflation, and monetary tightening. Yet many of the dynamics are unique. Duri...
February Op-Ed - The end of the dovish pivot
Key points Recent developments have resulted in a big hawkish shift in the market’s expectations for the central banks’ trajectory, in response to continued...
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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.