Monthly Market Views: The tech divide, rising bond yields and China’s industrial renaissance
Key points Equity markets: The tech and non-tech divide Equity markets have diverged into two different worlds: tech and non-tech,…
04/11/26
Key points Equity markets: The tech and non-tech divide Equity markets have diverged into two different worlds: tech and non-tech,…
04/11/26
Key points Facing the rate threat Equity markets enter September with a strong earnings tailwind behind them. Results for the…
02/09/26
By Chris Iggo, CIO for AXA IM Core, BNP Paribas Asset Management; Daniel Morris, Chief Market Strategist, BNP Paribas Asset…
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