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Data Refuses to Behave
Stronger than expected job creation raises doubts on the Fed’s pause, while lower than expected CPI helps the ECB doves. We however still see the two central...
Global future trends in the ETF world
Key points:Active ETFs tipped to be fastest-growing product over next two to three yearsIncreased demand expected for thematic ETFs – including in areas such...
Quality and low volatility - the X Factors for sustainable investing?
Key points: A truly sustainable investment approach should consider a trinity of financials, environmental impact and cost Targeting quality and low volat...
Easy Does It?
A deal has been struck to extend the debt ceiling at the cost of only a very manageable austerity turn. Germany’s recession may look “technical” for now...
Why the US Securities and Exchange Commission climate disclosure rules will matter, and why they may not
Key points: The SEC’s decision to address climate-related risks is long overdue but it will be a positive step for both investors and those supportive of tran...
May Op-Ed - Peak in sight… but it’s a twin peak
Key points Central banks are deliberating whether policy tightening delivered to date is sufficient to restore price stability. For the Fed and the ECB, this ap...
Fiscal Woes
We review the recent batch of stability programmes in light of the recent EC proposals for new fiscal surveillance rules in Europe. A simultaneous fiscal adjust...
Better tech than oil
Equity market returns have been solid but there is a focus on why the US market has been so buoyant ahead of an expected recession. There is also concern that t...
Why now may not be the time to sell inflation-linked bonds
Key points: The move away from inflation-linked bonds is expected but potentially misplaced. Why investors may want to re-evaluate their inflation-linked...
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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.