Rotating drivers of growth
Ecaterina Bigos, Chief Investment Officer for Asia ex-Japan, AXA IM Core (part of BNP Paribas Asset Management), and Daniel Morris,…
08/01/26
Ecaterina Bigos, Chief Investment Officer for Asia ex-Japan, AXA IM Core (part of BNP Paribas Asset Management), and Daniel Morris,…
08/01/26
Investors had a brief reprieve from geopolitical surprises at the end of December, but 2026 started with a bang as…
08/01/26
Against a backdrop of volatile geopolitics, tariffs, and policy shifts, the global economy enters 2026 with surprising resilience. Growth forecasts…
08/01/26
While the latest data on job creation in the US may not be as weak as it appears at first…
19/12/25
China’s renminbi has recently increased its global footprint, notably in the capital and commodity markets — the linchpins of the…
18/12/25
While the US Federal Reserve lowered its key policy rate, the European Central Bank remains on hold. The jury is…
17/12/25