Search
What comes after the e-commerce boom?
Key points: E-commerce boomed during the pandemic and has continued to grow at rates two to three times faster than before the onset of COVID-19 Though recent m...
What the banking sector turmoil means for tech, monetary policy and investors
Key points: The banking crisis has highlighted some of the fragilities in the system and is likely to lead to a tightening of credit conditions Monetary policy...
Testing the Separation Principle
We think the drastic downward revision in central banks’ terminal rate is overdone The current banking turmoil could trigger a steep deterioration in activity...
Rates risk reverb
Things have got real. Higher rates have triggered a banking crisis, provoking actions from policymakers, investors and bank deposit customers. It’s not a run...
Banking sector controversy spooks markets
Key points Rising interest rates and increasing number of deposit withdrawals sees SVB fail The broader impact of SVB’s situation has several dependencies inc...
2023: The year of green, social and sustainability bonds? Three reasons to be optimistic
Key points The transition to net zero requires massive investment, bringing new potential opportunities for investors in green, social and sustainability bonds...
Don’t miss the second window of opportunity in fixed income
Key points: Investors who missed the boat on bonds at the start of the year have been offered a second chance to capture higher yields by more recent market mov...
Rising Interest Rates Hurt – Who Knew ?
Strong US policy response to the demise of SVB – but watch the macro-financial transmission channels Central banks are less united on their stance. We see the...
Technology stocks: Long-term trends present compelling opportunities
Key points A rotation from Growth to Value has left technology stocks in a potentially compelling position – with attractive valuations and robust long-term d...
US High Yield Market Update
US High Yield Market Update February saw all asset classes reprice lower with high yield corporates outperforming. High yield flows are -$9.4 billion YTD with n...
- Load 10 more articles More articles will be added on the page when the button is clicked. The focus will be reassigned to the first new item
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.