Monthly Market Views: AI disruption and dollar hedging
Despite the disruption artificial intelligence is creating across stock markets, one thing is clear – AI-driven investment spending continues to…
05/03/26
Chief Investment Officer, Europe, AXA IM Core (part of BNP Paribas Asset Management)
BioAlessandro brings nearly three decades’ experience analysing and modelling fixed income markets to his current role. He previously held leadership positions in European and international rates strategy with investment banking and financial services companies.
Alessandro holds a PhD in economics and mathematics and a master’s degree in economics from Wirtschaftsuniversität in Vienna, is an IIASA alumnus and has published extensively on liquid fixed income markets, monetary policy, market microstructure and European financial regulation.
Portfolio perspectives
Despite the disruption artificial intelligence is creating across stock markets, one thing is clear – AI-driven investment spending continues to…
05/03/26
Front of mind
Currently, the consensus is that investors are bullish and this positivity is reflected in portfolio allocations. While geopolitical uncertainty has…
28/01/26