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Growing, (too) Fast and (too) Slow
Key points: Markets had a “grumpy August”. Bond yields rose in response to the US still growing too fast, while the confirmation of deflationary risks in Ch...
Waiting
Economic growth in most advanced economies is well below trend and inflation is falling - that should be enough to prevent further monetary tightening. However...
Navigate volatility with sustainable equities
Defensive to the core: navigate volatility with sustainable equities Investors today are faced with a barrage of uncertainty How can long-term investors seek to...
Bond market pain reintroduces some value
Key points: Persistently strong economic data and above-target inflation has left the Fed with little choice regarding its stance on policy Government bond yiel...
Why Inflation-linked bonds are “persistently” attractive
Key points: Despite the disinflation process, the outlook for inflation remains volatile Interest rates are in restrictive territory Inflation-linked bonds cont...
AGM season 2023: New challenges highlight the achievements of responsible investors
Key points: There has been a revolution in corporate annual shareholder meetings over recent years. Companies have been encouraged towards higher standards of r...
It’s raining again
Like the British weather, markets in August can often be disappointing. A US ratings downgrade, concerns about supply, and an acceptance that there will be limi...
Four critical elements for asset managers to meet the biodiversity challenge
Key points: Biodiversity must be a priority alongside climate change and asset managers should implement specific engagement strategies Collecting, analysing, a...
Eurozone public debt sustainability: Make hay while the sun shines
Key points Recent but significant improvements in public-debt-to-GDP ratios across the Eurozone are unlikely to persist in the medium-run. History is no reassur...
If it’s not a skip, it’s probably a peak
“Dovish hikes” across the Atlantic. The peak is there – or nearly there Another strong GDP print in the US despite restrictive monetary conditions fuels t...
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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.