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Resilience of the West
One of the conditions for the transatlantic relationship to thrive is that Europe is convinced the US is not a spent economic force. It’s easier today than 10...
This is not normal
There are elements of this business cycle that are familiar: Tight labour markets, inflation, and monetary tightening. Yet many of the dynamics are unique. Duri...
February Op-Ed - The end of the dovish pivot
Key points Recent developments have resulted in a big hawkish shift in the market’s expectations for the central banks’ trajectory, in response to continued...
February Global Macro Monthly - Economic cross currents and central bank re-pricing
Key points Despite a number of cross-currents, the global growth outlook for 2023 looks firmer. This is driven by a post-COVID re-opening acceleration in China...
Understanding scope 3: How responsible investors can wrestle with the unruliest of emissions
Key points A company’s greenhouse gas (GHG) emissions are often referred to as either scope 1, scope 2 or scope 3. The first of these refers to direct emissio...
Full-year 2022 earnings
Resilient performance across the board Net inflows of €17 billion Underlying earnings stable at €348 million Revenues down 4% at €1,425 million “AXA IM...
AXA IM appoints four independent members to Investment Institute advisory committee
AXA Investment Managers (AXA IM) has appointed four prominent external members to the advisory committee of its recently launched AXA IM Investment Institute. T...
The re-acceleration hypothesis
The “dovish pivot” seems to be dead. Hawks should refrain from hasty moves though: even if the current data points to some re-acceleration in growth (at lea...
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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.