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By Chris Iggo, Chair of the Investment Institute and CIO for AXA IM Core, BNP Paribas Asset Management
A permanent end to the Middle East conflict, resulting from the current ceasefire, will mean the macroeconomic outlook has been shaken but not totally destabilised. Markets could quickly return to pre-war valuation levels – tight credit spreads and high eq...
Healthcare equities – especially in the US, by far the largest market – look set for a strong recovery in 2026. US Equities team Senior Portfolio Manager Jon Stephenson tells Investment Insights C...
By Johann Plé, Senior Portfolio Manager, and Mariana Villanueva, Investment Specialist, Fixed Income
The nearly $4 trilli...By Lazare Hounhouayenou, Lead Portfolio Manager, Dedicated Equities, and Sébastien Taldir, Investment specialist, Dedicated Equities...
While their sustainability-related credentials have sustained the appeal of green bonds over the years, recent events in energy markets have reminded investors of the need for continued progress on the energy transition and hence the need for financing for green energy projects.