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Higher bond returns and the 60/40 portfolio
Yields have gone up on bonds relative to the yield on equities. The gap, in some cases, is back to levels not seen for more than 20 years. To me that suggests t...
COP28: What can investors reasonably expect?
Key points: COP28 follows the first global stocktake of progress towards climate goals, which have starkly highlighted that far more action is urgently needed T...
Can Europe make it through another winter? An update on Europe’s gas crisis and a case study on Germany
Key points In August 2022, Russia cut off its Nord Stream gas pipeline to Europe, triggering an unprecedented gas crisis. But the worst-case scenario was avoide...
Corporate bonds: the hidden gem of the Active ETF world
Key points: Global ETF assets under management have shown impressive resilience despite ongoing economic uncertainty in the past few years A notable portion of...
Reshaping the map: Friendshoring in Asia
Key points Globalisation, characterised by the rapid flow of goods, services and capital across international borders, is at a crossroads Recent geopolitical ev...
Strike Price
We explore the risk of a further rise in oil prices after the terror attack against Israel Strikes have hit their highest level in 20 years in the US. We look a...
Cybersecurity: A potentially vast investment opportunity as technology evolves
Key points: The cybersecurity market is predicted to grow significantly, as organisations need to protect themselves from sophisticated threats Spending on cybe...
Year of the bond (delayed not cancelled)
It’s been a tricky three years for fixed income markets. This year was supposed to be the year of the bond after the biggest increase in yields since 2020. In...
Israel conflict: What investors need to know
What’s happened? The attacks on Israeli territory and citizens and the subsequent retaliatory attacks have the potential to generate significant instability 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.