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AXA IM’s ETF platform turns three: Flagship NASDAQ 100 UCITS ETF reaches key anniversary milestone
Take Two: OECD expects global GDP to reaccelerate in 2027; Eurozone inflation rises
What do you need to know?The Organisation for Economic Co-operation and Development (OECD) expects global economic growth to accelerate to 3.1% in 2027, up from...
Clean and orderly
The widespread focus on artificial intelligence and strong global equity market returns have left bond markets a bit under the radar in 2025. Yet fixed income r...
Staying on course: the evolution of quant investing
40 years of fundamentalsThe rapid evolution of technology has not altered what is, in my view, the core challenge of equity investing: understanding fundamental...
Take Two: Markets on track for robust 2025 returns; German economy stagnates in Q3
What do you need to know?Following a volatile few weeks, markets have enjoyed a more benign period over recent days, boosted by hopes of a US interest rate cut....
Europe's economy is in much better shape than people might make you believe
There has been remarkably limited interest in Europe at recent international economic and financial gatherings, as if ‘Europe’s moment’, as ECB President...
Take Two: Fed divided over December rate cut; Japan unveils new stimulus package
What do you need to know?US interest rates are likely to continue easing, though Federal Reserve (Fed) officials expressed “strongly differing views” over a...
Shoot you down
There might be people shouting “I told you so” after US technology companies’ share prices fell sharply this week. It’s been building since the big play...
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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.