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2023 starts cheaper but with new (and old) risks
Happy New Year to all my readers. I have good news. Markets ended 2022 strongly. On a regular basis I track the total return performance of 46 individual indice...
A clear path towards net zero
A version of this article first appeared in the Responsible Investor publication “The Road to COP27: 27 Steps to Net Zero” Investors are lining up to make c...
Should companies do more to ease the cost-of-living crisis?
Key points As the cost-of-living crisis persists, some companies wanting to act in socially responsible ways can potentially do more to support their most vulne...
Hawks don’t Hibernate
Key points: The Fed spoke even more clearly, but the market continues to price rate cuts next year. The ECB’s hawkish turn stunned the market and adds to the...
Goodbye 2022, here’s to the next 12 months
As always, financial markets are awash with attempts to explain what is going on and forecast what will happen next. Generally, most people struggle with the fi...
Outlook 2023: the bond market's revenge?
The global bond market in 2022 will be remembered for being as challenging as it was in 1994: a year marked by a massive and unexpected readjustment of interest...
Rising social risks in emerging markets should be a catalyst for action for responsible investors
Key points: Emerging markets are the most at risk from the effects of climate change and the immediate effects of war in Ukraine. This is leading to poten...
AXA IM expands its equity technology team with the appointment of Brad Reynolds
AXA Investment Managers (AXA IM) announces the appointment of Brad Reynolds as portfolio manager in the AXA IM Equity Technology team, effective already. Brad R...
AXA IM appoints two experts to strengthen its Responsible Investment capabilities
AXA Investment Managers (AXA IM) today announces the appointment of two Responsible Investment experts, as part of its drive to further strengthen its ESG capab...
US Labour Market : the Plot Thickens
Key points: The market is unconvinced by the strong payroll. We can see reasons why job creation might be overstated at the moment, but the pace probably remain...
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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.