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Take Two: US Q2 GDP revised up; Eurozone inflation falls sharply
What do you need to know?The US economy grew by 3.0% annualised in the second quarter (Q2), higher than the previous official estimate of 2.8% and marking a sig...
Well balanced and smooth
The prevailing narrative remains one of impending global interest rate cuts and the avoidance of recession. In terms of portfolio management, I have not seen mu...
Take Two: Fed signals potential rate cut in September; gold price hits record high
What do you need to know?The Federal Reserve is “likely” to cut interest rates in September, its latest meeting minutes showed. The “vast majority”...
Robotech Stories: Warehouse automation and Amazon – a Prime example
Robotech continues to be a source of long-term growth opportunities, thanks to its diverse investment universe and ability to harness accelerating technological...
Take two: Slower US inflation lifts rate cut hopes; Japan GDP beats expectations
What do you need to know?US annual inflation edged down to a three-year low of 2.9% in July from 3% in June, lower than the 3% analysts had expected. Meanwhile...
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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.