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How Far to Diverge
The Fed has probably hit peak policy rate, we expect two more 25 bps hikes from the ECB Euro area core inflation may be stickier than in the US, but some “pol...
Bonds (not banks)
The small banks crisis in the US is rolling on. Deposit flight remains a key risk and there are negative macroeconomic implications if credit growth slows. It i...
A Feast of Data
US data is consistent with Fed hiking by 25 bps and hinting at a pause We expect the ECB to hike by 25 bps, but with some hawkish complements. It is not “done...
Feeding the world and protecting the planet: A biodiversity and climate challenge for investors
Key points: The global food industry is responsible for about 30% of the world’s total greenhouse gas emissions and occupies a third of the Earth’s to...
Living in a nominal world
As Madonna almost said, we live in a nominal word. Economic transactions have been taking place at increasingly higher dollar levels. Nominal GDP growth has bee...
Turning threats into opportunities - choose biodiversity for long term, responsible growth
Governments and regulators around the globenow recognise that immediate, quantifiable action on a large scale is needed to preserve the future of our planet. Bu...
Now is a good time to add duration to portfolios
The disinflation process has begun. After the record levels reached in 2022 in the USA, the UK and the Eurozone, headline inflation (which includes the prices o...
As the dust settles European financial sector still offers opportunities
Key points: A useful reminder of the power of sentiment in markets The fundamentals of euro banking sector remain positive What the March panic might mean...
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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.