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Climbing up the curve
Longer-duration bond assets are starting to outperform shorter-duration bonds. This makes sense given the steeper yield curves delivering higher carry in longer...
Take Two: Fed split on future rate path; stocks continue to rise
What do you need to know?Federal Reserve (Fed) policymakers expressed “a range of views” about the likely future path of monetary policy, the minutes of the...
Two more years, or two more weeks?
The S&P 500 is presently on track for a 20% return for the third year in a row. A so-called three-peat is unusual. But there was almost a five-peat in the late...
Multi Asset Views - September 2025
Laurent Clavel looks across equity and fixed income markets and shares how we are positioning ourselves based on the current environment and outlook.
Inflation Quarterly Update - September 2025
Inflation in the US remains high while for other countries, markets keep pricing in sharp disinflation. Elida Rhenals looks across the inflationary situation of...
Euro Credit Quarterly Update - September 2025
While growth remains positive overall for euro credit market, there are still risks to be aware of. Boutaina Deixonne discusses what they have seen since the la...
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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.