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Take Two: Fed’s inflation concerns keep rates on hold; Japan returns to growth
What do you need to know?US interest rates could remain on hold “for some time”, due to persistent inflation concerns, according to the Federal Reserve’s...
Expand Your TAM
Well, it must not be a bubble then. The dramatic fall in software companies’ share prices over the last few weeks (following declines that began last October)...
Take Two: Eurozone GDP expands in Q4; Japan stocks surge to new high
What do you need to know?The Eurozone economy grew 0.3% in the fourth quarter, a second official estimate showed – in line with the previous estimate and Q3�...
Here come the bots
Jobs and business models are at risk from artificial intelligence disruption. That is spooking markets as it is difficult to put a valuation on companies that c...
Incorporating inclusive growth as a stock selection factor
Is inclusive growth underappreciated as a factor to be considered when investing sustainably? Amid geopolitical tensions, rising populism and growing inequ...
What Quant Investing Looks Like in 2026: Data, AI, and Human Judgment
Quantitative investing has entered a new phaseWhile systematic investing has been part of global markets for decades, the environment in which quant strategies...
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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.