BNP Paribas AM

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: group.bnpparibas/en/press-relea…

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: viewpoint.bnpparibas-am.com/talking-heads-…

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: viewpoint.bnpparibas-am.com/is-it-time-for…

As volatility increased this quarter, ETFs flows slowed. Core equity ETFs continued to attract strong inflows while gold ETFs saw outflows. Discover more. viewpoint.bnpparibas-am.com/talking-heads-…

Despite ongoing geopolitical uncertainty, European Fixed Income still offers potential opportunities, supported by attractive yields and solid corporate fundamentals: viewpoint.bnpparibas-am.com/euro-fixed-inc…

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: viewpoint.bnpparibas-am.com/talking-heads-…

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: viewpoint.bnpparibas-am.com/talking-heads-…

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: viewpoint.bnpparibas-am.com/talking-heads-…

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: viewpoint.bnpparibas-am.com/talking-heads-…

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: bnpparibas-am.com/en/who-we-are/…

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: viewpoint.bnpparibas-am.com/talking-heads-…

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*: viewpoint.bnpparibas-am.com/diversifying-u… *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: viewpoint.bnpparibas-am.com/talking-heads-…

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: viewpoint.bnpparibas-am.com/rethinking-ins…

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: viewpoint.bnpparibas-am.com/talking-heads-…

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: viewpoint.bnpparibas-am.com/rethinking-ins…

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: viewpoint.bnpparibas-am.com/talking-heads-…

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: viewpoint.bnpparibas-am.com/building-resil…

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: viewpoint.bnpparibas-am.com/talking-heads-…

Despite persistent market volatility and sticky inflation, 2026 should be another year of positive credit market conditions. B. Deixonne, Head of Euro Investment Grade and High Yield Credit, explores key trends, opportunities, and possible risks in credit: viewpoint.bnpparibas-am.com/euro-credit-up…

Given the expectation for more central bank rate cuts and with little expected change in underlying yields or credit spreads, our fixed income outlook remains positive, and credit should do well in 2026: viewpoint.bnpparibas-am.com/monthly-market…