How fixed income investors can...
The geopolitical landscape has undergone a significant shift in recent years, with global cooperation and multilateralism giving way to a…
07/07/26
Thematic investing
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Article
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…
02/07/26
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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…
30/06/26
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Podcast
Cheaper, smarter and ever broader...
Artificial intelligence (AI) models continue to get smarter and cheaper, spurring adoption and expanding the total addressable market. Pamela Hegarty…
18/06/26
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Article
AI: A sustainability risk and...
By Alex Bernhardt, Global Head of Sustainability Research, and Ulrik Fuggman, Co-Head of the Environmental Strategies Group Investors can help…
08/06/26
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AI’s long-term investment potential continues...
By Chris Iggo, Chair of the Investment Institute and CIO for AXA IM Core, BNP Paribas Asset Management While geopolitical…
03/06/26