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Article

Portfolio perspectives

Multi-Asset Views – It’s a...

By Laurent Clavel, Global Head of Multi-Asset, AXA IM Core, part of BNP Paribas AM These are the core investment…

By Laurent Clavel

27/02/26
Podcast

Portfolio perspectives

What’s the outlook for yields...

Given its strong performance in recent years, does the Euro corporate bond market still offer attractive opportunities or has it…

By Boutaïna Deixonne & other authors

26/02/26
Article

Portfolio perspectives

Rethinking institutional cash: The role...

The focus of attention in institutional cash management has shifted from operational efficiency to strategy. Market volatility, a changing interest…

By Thibault Malin

24/02/26
Article

Portfolio perspectives

Making portfolio optimisation understandable for...

Outside of the small circle of quantitatively minded portfolio managers, portfolio optimisation remains largely underused in practice because of one…

By Raul Leote De Carvalho

18/02/26
Article

Portfolio perspectives

US high-yield: Embracing credit divergence,...

The US high-yield bond market has moved up in quality. We believe healthy fundamental and technical factors in 2026 will…

By Jack Stephenson

16/02/26
Article

Portfolio perspectives

Why choose euro fixed income?

Euro fixed income has a wide range of performance drivers that can enhance portfolio diversification. Credit spreads are tight, but…

By Johann Plé & other authors

12/02/26