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USA Inc. is rich (and rewarding)
US market valuations have continued to rise. Equity price-to-earnings ratios are at two-year highs and credit spreads are back to where they were before the Fed...
A Conversation about the Conversation
Key Points:We think the ECB will admit the conversation has started on cutting, but we do not expect a clear timeline. June is still our base case for the first...
Everything’s gone green
Global temperatures are still rising. Climatic events are becoming more serious. Natural habitats are deteriorating as a result of intensive farming and develop...
Measuring energy: Losses and efficiencies with an electric silver lining
Key points:Energy is essential - it provides us with heat, lighting and the power to makes machines and engines runSociety is however reliant on fossil fuels an...
Framing the ECB’s rate cutting cycle
Key points:Market pricing was a poor predictor of actual ECB decisions in the last interest rate hiking cycle. Detailed analysis suggests market expectations mo...
Draghi Captures the Zeitgeist
Key points:Mario Draghi’s latest speech offers a vade mecum to policy makers in the Post Covid world. It would take some convincing in Germany though, ev...
Risk beats peak cash
Stock markets are hitting all-time highs. And why not? Interest rates don’t look to be going any higher and there is no recession on the cards, least of all i...
Curlow's convictions: 2024 shaping up to be a good vintage
Long awaited rate cuts to arriveFinancial markets have responded aggressively to central bank guidance that the peak of interest rates is likely behind us....
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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.