Monthly Market Views: Fixed income resilience and equity market divergence
Rate expectations Fixed income performance has been inversely correlated to duration since the start of the Middle East conflict. The…
07/05/26
Rate expectations Fixed income performance has been inversely correlated to duration since the start of the Middle East conflict. The…
07/05/26
Rates and credit returns come together in corporate bond market Corporate bond returns are comprised of a risk-free yield and…
16/01/26
Inflation in China accelerated at its fastest pace in nearly three years in December, primarily driven by higher food prices.…
14/01/26
Ecaterina Bigos, Chief Investment Officer for Asia ex-Japan, AXA IM Core (part of BNP Paribas Asset Management), and Daniel Morris,…
08/01/26
Asian investors have long directed significant investments to the US; this year the trend of diversification towards other markets has…
07/10/25
Over more than a decade, many Asian countries have looked beyond their own borders for long-term investment opportunities, with significant…
29/08/25