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European High Yield – Annual Perspectives
What happened in 2023, and what do we think for 2024?At the start of last year, we pointed out that yields in our asset class were extremely attractive – 7.96...
An evolving consensus
No recession, lower inflation and stable-to-lower interest rates. That’s the consensus for 2024. It’s adapting, largely due to the resilience of the US econ...
Staying vigilant in Buy and Maintain credit portfolios
Key points:Buy and Maintain strategies can offer investors many of the same benefits of more traditional active funds, while avoiding the pitfalls of passive in...
The Case for US investment grade credit in 2024
US corporates fundamentals remain attractive with solid balance sheets despite the environment of higher financing costs.At a macro level, with the expect...
2024’s elections around the world: The who’s who and the so what…
Key points:More than 60 countries, representing almost half of the world’s population, go to the polls in 2024.The US Presidential election is likely to be th...
Postcard from Davos
Key pointsA better managed US-China rivalry comes as a relief – but not enough to spur strong optimismThe US elections as a key conversation topic Lagard...
The key drivers of 10-year US Treasury yields
Deconstructing 10-year UST drivers and the direction they could take in 2024We analysed the sharp rise and subsequent fall in 10-year US Treasury yields, lookin...
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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.