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The earnings season has been amazing. Why have stocks fallen?
With about half the companies in the S&P 500 having reported second quarter earnings, this season can justifiably be characterised as a ‘blowout’. Earnings...
Global equities: Earnings expectations remain strong
Equities in the US, Europe, Japan and emerging markets should see strong second quarter earnings growth. As Nadia Grant, Head of Global Equities, tells Chief Ma...
Take Two: ECB holds rates; oil price surpasses $100
What do you need to know? The European Central Bank left its benchmark interest rate on hold at 2.25%, as expected, citing that uncertainty remains high. T...
What’s the meaning of the emerging market tech stock sell-off?
The primary beneficiary of the artificial intelligence capital expenditure boom has been emerging market technology hardware and semiconductor stocks, particula...
Take Two: Renewed Middle East hostilities; China GDP growth falls
What do you need to know? Renewed Middle East hostilities have driven energy prices higher once again. With both the US and Iran engulfed in fresh military...
Emerging Market Debt: Established resilience
This article is part of the Fixed Income Quarterly Outlook for Q3 2026, covering Emerging Market Debt, Euro Credit, Euro High Yield, Sovereign Bonds and US Agen...
Global Sovereign Bonds: Watching the new Fed Chair
This article is part of the Fixed Income Quarterly Outlook for Q3 2026, covering Emerging Market Debt, Euro Credit, Euro High Yield, Sovereign Bonds and US Agen...
European High Yield: Market supportive despite geopolitical tensions
This article is part of the Fixed Income Quarterly Outlook for Q3 2026, covering Emerging Market Debt, Euro Credit, Euro High Yield, Sovereign Bonds and US Agen...
US Agency Mortgage-Backed Securities: Fundamentals remain robust
This article is part of the Fixed Income Quarterly Outlook for Q3 2026, covering Emerging Market Debt, Euro Credit, Euro High Yield, Sovereign Bonds and US Agen...
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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.