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Take Two: US stocks hit another peak; ECB cautions on market vulnerability
What do you need to know? US stocks notched up another set of record highs, driven by strong technology company performances and cautious optimism over a p...
Disparate impact: Why are European equities underperforming?
It has been taken as given that the Iran war has been economically worse for Europe than for the US, as the former is an energy importer while the latter is an...
European small caps offer income and growth
European small cap stocks have outperformed their large cap peers so far this year. Among the drivers of better performance are their exposure to industrial ons...
Take Two: UN reduces its global growth forecast; eurozone inflation rises
What do you need to know?The United Nations has lowered its global economic growth forecast and raised its inflation expectations because of the ongoing Middle...
Yields continue to return to a different time
Bond yields continue to climb, as 30-year US Treasuries hit a 19-year high this week. Inflation and fiscal concerns were clearly a contributor, while there is a...
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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.