KEY POINTS: Global megatrends are structural forces with significant implications for society and the economy. We believe technological, environmental and…
01/04/26
KEY POINTS: Despite recent spikes in volatility the high yield segment continues to attract investor demand. Historically, returns tend to…
01/04/26
KEY POINTS: After years of lagging their large-cap counterparts, US small-caps are experiencing a recovery. And this time, the fundamentals…
01/04/26
KEY POINTS: Digital transformation is the most durable investment theme of our era. By 2030, the global AI market alone…
01/04/26
Elida Rhenals, Co-Head of Inflation, Senior Portfolio Manager Global bond markets suffered in March as inflation fears created by the Middle…
31/03/26
The world of finance in two minutes. This week: The Middle East conflict has dampened global economic growth expectations and…
30/03/26
By Chris Iggo, Chair of the Investment Institute and CIO for AXA IM Core, BNP Paribas Asset Management Since the…
27/03/26
By Andrew Etherington, Head of Institutional Multi-Asset Total Return These are the core investment decisions from this month’s report on…
26/03/26
The Middle East conflict and the resulting oil price surge have left the global economy – and investors – on…
26/03/26
KEY POINTS: The US high yield bond market delivered an 8.5% return in 2025, with coupon income contributing roughly 7%…
26/03/26
