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Take Two: European shares hit record high; Japan’s economy expands for third straight quarter
What do you need to know?European stocks rose to a record high last week after hopes that a peace deal might be brokered to end the Russia-Ukraine conflict. Exp...
New disorder
The Trump Administration has become the key source of global geopolitical risk. It is disrupting the status quo. Profound political and economic consequences ar...
Understanding the fiscal drivers of French sovereign bond yields
This paper presents a technical analysis on the relationship between fiscal deficits and bond yields in France. It is intended for an audience with an interest...
Take Two: US and China inflation rises; Eurozone GDP growth slows
What do you need to know?US annual inflation unexpectedly rose to 3.0% in January - a seven-month high and up slightly from December’s 2.9%, with oil and food...
Short duration bonds: your first step out of cash
Short duration bonds may have a role to play in an investor’s portfolio regardless of the market cycle. But especially in uncertain times, investors looking t...
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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.