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Don’t miss the second window of opportunity in fixed income
Key points: Investors who missed the boat on bonds at the start of the year have been offered a second chance to capture higher yields by more recent market mov...
Rising Interest Rates Hurt – Who Knew ?
Strong US policy response to the demise of SVB – but watch the macro-financial transmission channels Central banks are less united on their stance. We see the...
Technology stocks: Long-term trends present compelling opportunities
Key points A rotation from Growth to Value has left technology stocks in a potentially compelling position – with attractive valuations and robust long-term d...
US High Yield Market Update
US High Yield Market Update February saw all asset classes reprice lower with high yield corporates outperforming. High yield flows are -$9.4 billion YTD with n...
A fair COP: adherence to global biodiversity targets requires innovative, sustainable companies
Key points: COP 15 produced a non-binding global agreement between 188 governments These quantifiable, time sensitive commitments are already becoming ens...
Stockholm Syndrome
The February inflation data vindicates the ECB hawks. We remain however concerned with the “financial channel”: the January batch for loans confirms the cre...
Is transparency the answer to sustainability uncertainty?
Key points Labelling funds as sustainable can be challenging due to a lack of regulatory clarity Actively managed exchange traded funds disclose their holdings...
Rates and bond stuff
Central banks will have tightened a lot by the time they’re done. But people have been surprised at the resiliency of the economic data in the face of higher...
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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.