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Speaker’s Cornered
Key points: We look into the recent dramatic rise in long-term yields, focusing on the US. Beyond the cyclical issues, questions on the future trajectory for US...
The future, faster: How AI is accelerating the metaverse and its investment potential
Key points: Generative AI is making it easier to create content in the metaverse, bringing new opportunities for companies spanning a multitude of sectors This...
Fixed Income Quarterly Views by Marion Le Morhedec, Global Head of Fixed Income
Listen to Marion Le Morhedec discuss recent market activity, how we see the fixed income universe and are reflecting this in our portfolios as well as preferred...
Inflation Quarterly update by Elida Rhenals, Fixed Income Portfolio Manager
Listen to Elida Rhenals discuss why we see some upside risks for inflation, outlook given a higher for longer scenario and why inflation-linked bonds may be an...
AI takes centre stage. Should investors believe the hype?
Key points: AI has already made a significant contribution to the way we live and work, including e-commerce, entertainment and factory production Mega-cap tech...
Why choose AXA IM for green, social and sustainability bond investments
At AXA Investment Managers, we aim to help our clients invest sustainably through a comprehensive range of sustainable bond funds. Watch this video to learn mor...
All hands on Tech: how long-term growth opportunities can help weather volatile markets
Key Points: Focusing on long-term trends in tech may help avoid the pitfalls of near-term volatility distractions We believe finding quality companies, with sol...
Rocking the Boat
We take another look at Italy which came under market pressure last week. Beyond the developments in Rome, the discussions at the ECB on banks’ reserve requir...
Key technologies fighting climate change and biodiversity loss – an investor’s guide
Key points: Innovations in smart energy, renewables, battery energy storage systems and ‘agritech’ are helping drive progress towards global climate goals T...
The last visit to Table Mountain
Key points: A peak in US interest rates is expected to last 10 or 11 months, similar to the 2006-2007 ‘higher for longer’ period But the world economy looke...
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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.