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
Europe
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Podcast
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Article
While the Fed cuts and...
While the US Federal Reserve lowered its key policy rate, the European Central Bank remains on hold. The jury is…
17/12/25
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Article
The interest rate path
The US Federal Reserve cut the benchmark fed funds rate by 25bp, as expected, at its recent policy meeting. But…
12/12/25
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Article
It’s not easy being in...
Stock markets have stabilised after senior policymakers at the US Federal Reserve suggested policy rates may be lowered next month.…
27/11/25
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Article
Europe’s economy is in much...
There has been remarkably limited interest in Europe at recent international economic and financial gatherings. It’s as if ‘Europe’s moment’,…
24/11/25
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Article
European strategic autonomy: A long-term...
This article is part of our 2026 Investment Outlook. Europe is deepening its quest for strategic autonomy. What began as…
19/11/25