The Federal Reserve chairman discussed monetary policy principles, the economy, and AI – and left little doubt the Fed is focused on taming inflation.
By Chris Iggo, Chair of the Investment Institute and CIO for AXA IM Core, BNP Paribas Asset Management A 6%...
Get ready each week with high-conviction insights that go beyond media headlines.
Geopolitical tensions remain elevated and are likely to generate periodic volatility but the broader backdrop remains supportive of risk assets, underpinned by resilient global growth, healthy labo...
The cycle is shifting. Beta is fading. Dispersion is rising. AI is fragmenting. Read in our Hedge Funds Outlook H2-2026 which strategies win
A multifaceted perspective is critical for a full understanding of opportunity and risk. At the halfway point of 2026, resilient growth, persistent risks and tight spreads complicate insurance po...
Read our outlook for North American real estate
Agentic AI in asset management: the edge shifts from model access to controlled workflows that improve research quality and governance.
Leadership doesn't stand still. Yesterday’s winners may feel like tomorrow’s leaders, but this quilt shows how quickly top performers can fall from favor. As seen here, commodities went from one of...
We discuss how some of the companies showing distress today could well become the potential special situations of tomorrow.
Our global capital markets outlooks generally moved lower in the second quarter as risk assets rallied sharply. The rebound reversed much of a first-quarter rotation into value stocks, with strong...
Our Mid-Year Capital Market Assumptions highlight that asset return forecasts have generally improved, supported by higher interest rates and more attractive equity valuations. Our 10-year assumpti...
Our long-term asset class forecasts are forward-looking estimates of total return and risk premia for major asset classes. Read our update for Q3 2026.
Our latest Capital Markets Assumptions point to a familiar but important conclusion: we still see a narrower band of outcomes across asset classes, as central banks do less to suppress rates in...
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