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Article

Portfolio perspectives

Mid-year outlook: Prospects remain upbeat...

By Chris Iggo, Chief Investment Officer, AXA IM Core (part of BNP Paribas Asset Management) and Daniel Morris, Chief Market…

By Chris Iggo & other authors

02/07/26
Article

Portfolio perspectives

China: Late to the AI...

In today’s global artificial intelligence (AI) industry, the US leads in frontier models and accelerator design, Taiwan manufactures the most…

By David Choa & other authors

02/07/26
Podcast

Portfolio perspectives

Geopolitics and the economy: How...

Dire predictions about possible catastrophic impacts of the Iran conflict on oil prices – and thus on the global economy…

By Thijs Van de Graaf & other authors

02/07/26
Article

Portfolio perspectives

Monthly Market Views: Political transitions...

By Daniel Morris, Chief Market Strategist; Chris Iggo, CIO for AXA IM Core (part of BNP Paribas Asset Management; Alessandro…

By Daniel Morris & other authors

02/07/26
Article

Portfolio perspectives

Multi-Asset Investments Views: Midnight oil

By Clément Dupire, Senior Multi-Asset Portfolio Manager, BNP Paribas Asset Management SpaceX’s initial public offering saw the company valued…

By Clément Dupire

30/06/26
Article

Portfolio perspectives

The sovereignty challenge: Investment opportunities...

By Ulrik Fugmann and Edward Lees, Co-Heads of the Environmental Strategies Group, and Portfolio Manager, Lazare Hounhouayenou In today’s…

By Ulrik Fugmann & other authors

30/06/26