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
Portfolio perspectives
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Podcast
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Video
Investment outlook – Handling the...
What to expect for the world economy in 2026? How will the US Federal Reserve respond to a softer labour…
08/01/26
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Article
Homeward bound
These are the core investment decisions from this month’s report on our multi-asset investment views. We opted to reflect increased…
07/01/26
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Podcast
US high-yield bonds benefit from...
The US economy is headed for a spell of slower growth in 2026 and while inflation may not fall much…
16/12/25
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Article
Identifying potential equity winners in...
China enters 2026 – the Year of the Horse – on a firm footing after a notable rebound in 2025.…
15/12/25
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Article
Multi-asset portfolios - Striking the...
Our latest paper “Multi-Asset Portfolios with Active and Passive Funds: A Robust Portfolio Optimization Framework” introduces a practical and scalable…
10/12/25