Welcome to AXA Investment Managers which is now part of the BNP Paribas Group, further to the closing of its acquisition by BNP Paribas Cardif.
➡️ Read more: https://t.co/bFTWXfn2vy
AI* & machine learning are contributing increasingly to how quantitative investment teams identify their ideas. But make no mistake, humans remain firmly in charge.
🎧Listen to this week’s Talking Heads: https://t.co/UkrodMA6Zl
*Artificial intelligence
So far, US small caps have performed rather well, with the Russell 2000index outpacing the S&P 500 YTD 2026.
Listen to Geoff Dailey discuss what is driving the move, and where he sees opportunities.: https://t.co/D3CTLEAKFg
For active managers licenced to roam fixed income, volatility tends to be a good thing. It creates more dislocations and greater chances of delivering risk-adjusted returns on top of a cash benchmark. Learn more. Listen to this week's Talking Heads: https://t.co/5paJ8JxanR
Stagflation risk is back. In this environment, Short-dated inflation-linked bonds may be a more efficient hedge, in our view, to capture rising realised inflation
while limiting real-rate risk.
Learn why: https://t.co/pYDx7OyrRt
As volatility increased this quarter, ETFs flows slowed. Core equity ETFs continued to attract strong inflows while gold ETFs saw outflows. Discover more. https://t.co/h7WsemJBV2
Despite ongoing geopolitical uncertainty, European Fixed Income still offers potential opportunities, supported by attractive yields and solid corporate fundamentals: https://t.co/g589luWqS6
While sustainability-related credentials have sustained the appeal of green bonds, volatility in energy markets has brought the continued need for transition financing back into focus for investors.
🎧Learn more in this week's Talking Heads: https://t.co/PnRpWePdj2
After a period of persistent headwinds throughout 2023 to 2025, healthcare stocks appear to be primed for an overdue recovery in 2026, buoyed by strong innovation trends and high drug approval rates.
🎧Listen to this week's Talking Heads: https://t.co/P4tHKI07Qj
Considering current geopolitical tensions and surging oil prices, Laurent Clavel shares the team’s approach to handling multi-asset portfolios and how they view arising risks at such volatile times.
Listen to this week's Talking Heads: https://t.co/g5Z32Yr4qA
Faced with heightened volatility & sticky inflation, has high-yield short duration credit gained in appeal despite tighter spreads? Stef Abelli speaks to her
outlook, and potential opportunities.
🎧 Listen to this week's Talking Heads: https://t.co/jDuQfnnuLf
With the launch of our strategic plan, AMplify 2030, our ambition is to build one of the most powerful investment platforms in Europe, reaching almost €2,000bn by 2030.
Learn more: https://t.co/ZPfd87f2qk
Having performed strongly in recent years, is euro credit still attractive for investors or has it become too expensive? Boutaïna Deixonne shares her outlook, and where she sees opportunities ahead.
🎧 Listen to this week's Talking Heads: https://t.co/6dN27BzZMr
US Small Cap exposure offers a unique blend of innovation and growth potential and can play a role in diversifying US equity portfolios.
Learn more about the potential benefits and considerations of US Small Cap ETFs*: https://t.co/qqq8C8qMyF
*Exchange-Traded Funds
Market volatility has highlighted the need for resilient short-term liquidity strategies. Learn how public debt instruments can be an innovative, high-quality approach to managing cash allocations.
🎧 Listen to this week's Talking Heads: https://t.co/sxIOD4dpIU
Public debt money market funds are regaining importance. Let us help you navigate the complexities of cash management and provide tailored solutions to address your institutional cash needs: https://t.co/Ist6tf3ZtS
Amid geopolitical tensions, rising protectionism, and growing inequalities, assessing a business’ inclusivity matters when investing. Hence, what is the importance of inclusive growth when selecting stocks?
🎧 Listen to this week's Talking Heads: https://t.co/leRlKtp3PE
The way institutional investors manage liquidity is evolving. Discover our innovative solutions and expert insights to help you navigate the evolving landscape of cash management: https://t.co/Ol7fIgxNvj
Synthetic replication is gaining traction in money market ETFs, offering lower transaction costs and the potential for extra yield. Discover how this approach could help optimise your cash management strategies.
🎧 Listen to this week's Talking Heads: https://t.co/2QcnqP9FcJ
In a volatile market, flexibility is key. We navigate the vast fixed income universe, examining potential scenarios and strategies to help bond investors capture opportunities while mitigating the effects of change.
Read more: https://t.co/0OitpzOLWb
With clean energy kicking off 2026 on a bullish note, Ulrik Fugmann, Co-Head of our Environmental Strategies Group, explores the trifecta turbocharging this structural theme and its industry players.
🎧 Listen to this week's Talking Heads: https://t.co/i5ouolyqZL