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We need to talk about asset managers’ ESG credibility problem
Key points: Concerns around greenwashing reflect a degree of scepticism around sustainability claims Asset managers should commit to greater transparency in an...
Unusual Suspects
Strong domestically-driven inflation in the old “D-mark zone” - in contrast with the developments in the periphery – is a new form of divide in the Euro a...
Inflation and rate concerns ease but default risks remain
Higher carry in bond markets – i.e. where investors can borrow at a lower interest rate and invest in an asset providing a higher rate of return – means fix...
Southeast Asia: Growth powerhouse shifts up a gear
Key points: Strong economic growth prospects in Southeast Asia, underpinned by a growing population, natural resources, and its proximity to China, are creating...
How regulatory momentum is helping drive biodiversity-aware investment
Key points: Biodiversity is a deeply complex topic with a host of potential actions and consequences. The regulatory response so far is reflective of that...
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...
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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.