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Déjà vu: What’s next for markets after the latest spike in oil prices?
The latest oil price spike has been followed by rising government bond yields globally, which in turn have led to declines in equity markets (see Exhibit 1). Wh...
Take Two: ECB raises rates; China launches economic support package
What do you need to know?The European Central Bank raised its benchmark interest rate by 25 basis points to 2.5% and cautioned that the Middle East conflict is...
Tightening again
The Iran conflict started in February, and markets have feared higher interest rates ever since. Europe raised rates this week and markets expect the Americans...
A new paradigm for Emerging Market equities?
Emerging market equities have increasingly evolved into a technology and manufacturing-led asset class in the wake of a surge in AI‑related capital expenditur...
Take Two: Bond sell-off endures; Eurozone inflation rises
What do you need to know?Markets endured a volatile start to September as the global bond sell-off continued. Long-term government bond yields in the US, UK and...
Is emerging market equity outperformance sustainable?
Emerging market equities are having a good run. They have easily beaten developed markets year to date, and since the beginning of 2025, returns are about twice...
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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.