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Biofuels and the energy transition: Green sprouts or biowashing?
Key points: Biofuels come from biomass, and as such contain biogenic CO₂, while fossil fuels contain fossil CO₂ As a result, burning biofuels does not incre...
The age of AI and its long-term investment potential
Key points: Technology stocks are dominating equity markets once again chiefly because of the recent rise, and long-term potential, of artificial intelligence M...
Why market turbulence has created opportunities for European credit
Key points: Despite recent economic turbulence, the euro credit market offers investors unique opportunities with nearly 5% yields for a 4.5-year duration...
Life at the Peak
We expect the BoE after one last hike to join the Fed and the ECB on having reached “peak rates” While the “Table Mountain” trajectory is less damaging...
Lettuces and Prime Ministers (not cabbages and kings)
Voters want more money for public health and education, while public sector workers want higher pay. With just over a year to go before the general election, th...
Game-changing Alzheimer’s drugs could drive a wave of investment across biotech
Key points: Recent developments in the treatment of Alzheimer’s disease herald new hope for patients There are still challenges to be met to bring the treatme...
How Sick?
We take a hard look at Germany’s headwinds and policy set-up We still see a marginally higher-than-even probability of an ECB rate hike this week After the Ec...
Sober September
With the summer holidays behind us, speculation about where markets go from here is ramping up once again. But the truth is, not much has changed. There is not...
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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.