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Take Two: Middle East ceasefire lifts stocks; US GDP growth revised down
What do you need to know? Global stock markets rose last week after a two-week ceasefire between the US and Iran was announced. On the back of the news, oi...
Healthcare equities: Healthier prospects in 2026
After a few years of languishing, healthcare equities – especially in the US, by far the largest market – look set for a strong recovery in 2026. US Equitie...
Peace, then what?
A permanent end to the Middle East conflict, resulting from the current ceasefire, will mean the macroeconomic outlook has been shaken but not totally destabili...
The grass has become greener for green bonds
While their sustainability-related credentials have sustained the appeal of green bonds over the years, recent events in energy markets have reminded investors...
Decarbonisation and climate solutions providers to gain new prominence
“The crisis that we're experiencing with the conflict in the Middle East is only going to reinforce the fact that climate will remain our clients’ and our t...
The interest rate threat
Equity markets continue to swing in reaction to US President Donald Trump’s latest social media post or interview - going one way if the news is of positive p...
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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.