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Lettuces and Prime Ministers (not cabbages and kings)
Voters want more money for public health and education, while public sector workers want higher pay. With just over a year to go before the general election, th...
Game-changing Alzheimer’s drugs could drive a wave of investment across biotech
Key points: Recent developments in the treatment of Alzheimer’s disease herald new hope for patients There are still challenges to be met to bring the treatme...
How Sick?
We take a hard look at Germany’s headwinds and policy set-up We still see a marginally higher-than-even probability of an ECB rate hike this week After the Ec...
Sober September
With the summer holidays behind us, speculation about where markets go from here is ramping up once again. But the truth is, not much has changed. There is not...
US High Yield Market commentary and Outlook
US High Yield Trading Comments (stats as of 8/31/23) Given recent rate volatility and general increase of US Treasury yields, high yield corporates have adjuste...
Why living wages should be considered a driver of human capital value, not a cost
After a decade of poverty reduction, COVID-19 and post-pandemic inflation have combined to erode real wages. Minimum wages now fail to reflect this reality Payi...
What are the opportunities and outlook for US Investment Grade credit?
Key Points: All-in yield levels, combined with the prospect of attractive pull-to-par from discounted bond prices, offer investors an attractive entry point for...
Biodiversity and net zero - does the energy transition have a clean conscience?
The transition to more sustainable methods of electricity production has gained increasing prominence in the fight to maintain the future of our planet, society...
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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.