Monthly Market Views: Equity earnings boost and Asia’s move away from oil
By Daniel Morris, Chief Market Strategist; Alessandro Tentori, Chief Investment Officer, Europe; Chi Lo, Senior Market Strategist, Asia Pacific …
06/08/26
By Daniel Morris, Chief Market Strategist; Alessandro Tentori, Chief Investment Officer, Europe; Chi Lo, Senior Market Strategist, Asia Pacific …
06/08/26
By Daniel Morris, Chief Market Strategist; Chris Iggo, CIO for AXA IM Core (part of BNP Paribas Asset Management; Alessandro…
02/07/26
Selectivity in European equities Received wisdom has it that the energy shock triggered by the Iran war is worse for…
02/06/26
Despite the disruption artificial intelligence is creating across stock markets, one thing is clear – AI-driven investment spending continues to…
05/03/26
Currently, the consensus is that investors are bullish and this positivity is reflected in portfolio allocations. While geopolitical uncertainty has…
28/01/26
Rising active opportunities in fixed income The bond outlook remains positive and more monetary easing is expected in 2026. Passive…
06/11/25