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Plotting in the Open
KEY POINTSThe Fed seems ready to tolerate accidents on the road to disinflation and maintains an easing narrativeWe explore the possibility some broad-based mon...
Glittering prize
The rate cutting cycle is underway. It is expected to be a slow process, but central bankers are keen to keep expectations alive. At the same time there are sig...
Don’t give up on us baby!
No way Hutch. The lower inflation gets, the easier it is for rogue numbers to upset the narrative. We are now in that phase and recent US inflation reports illu...
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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.