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Take Two: US GDP revised up; Japan unveils record spending plan
What do you need to know? The US economy expanded faster than expected in the first quarter of 2026, as the country imported less than previously anticipat...
Consumer watch
Oil prices dropped far more quickly than many analysts expected following the announcement of the Memorandum of Understanding between the US and Iran. Desp...
US high yield: Resilience against interest rate and spread volatility
The US high yield market has weathered recent market turbulence well, but selectivity is becoming increasingly paramount. Jack Stephenson, Senior Investment Spe...
Take Two: Stocks rise ahead of Middle East peace deal
What do you need to know? Global stocks reached record highs last week in expectation of the US and Iran’s peace deal. The Dow Jones Industrial Average...
Space oddity
The current peace deal may be fragile, but markets need it to be genuine. If inflation and interest rate risk moderates, bond returns could potentially be susta...
Cheaper, smarter and ever broader uses: AI offers a long growth runway
Artificial intelligence (AI) models continue to get smarter and cheaper, spurring adoption and expanding the total addressable market. Pamela Hegarty and Derek...
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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.