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Leaky Pipes
“Non-decisive” dataflow shifts the emphasis to the duration of restrictive monetary conditions: a “plateau” rather than a “peak.” It can still be pa...
Uncertain travels
The first half of 2023 saw strong returns from asset classes that were not supposed to deliver strong returns. It also saw stronger growth from the US economy w...
How technological transformation is shaping Asia’s future
Key points: Technological transformation is impacting industries across Southeast Asia, creating potential opportunities for investors Data, connectivity and ro...
Hawkish Speeches, Weak Data
Hawkish festival in Sintra The central banks may get the contraction in aggregate demand they seem to wish for quite quickly now: European surveys are turning d...
A decade of defence: Sustainable Equities QI Anniversary - Q&A with Ram Rasaratnam, CIO of AXA IM Equity QI
Key points:AXA IM’s Sustainable Equity QI strategy reached a significant 10-year milestone in 2023The strategy has been aiming to help achieve investor object...
The Case for US investment grade credit
US corporates are showing resilient fundamentals and solid balance sheets despite ongoing monetary tightening and market disruption. At a m...
US High Yield Market Update
US High Yield Trading Comments (stats as of 6/20/23) June has seen a broad-based rally in risk assets (High Yield +1.54%, S&P +5.1%, Russell 2000 Index +6.8%) o...
Rebellion Weekend
Key points Some cautious lessons from the Wagner Group rebellion The BOE “did its duty”. Now the government needs to hold its fiscal nerve. We think it will...
Tackling three main drivers of biodiversity loss with listed equities
Global human population is increasing rapidly. This is in turn driving greater biodiversity loss, as more species are lost due to increased human resource and h...
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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.