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Discussion of upcoming inflation prints in Euro Area and US, with focus on commodity prices and central bank implications for rates and inflation markets.
"South Africa's investment shortfall does not stem from a lack of domestic capital, but from weak public-sector governance"
Investment specialist Amy Leishman breaks down our top emerging markets picks, from internet technology (Tencent) to semiconductor (TSMC) and fintech/e-commerce (MercadoLibre). Link to collection page
Investment specialist Lucie Majstrova explores why we back Wayve, Altruist and ByteDance, three private growth companies with opportunities spanning autonomous driving, wealth management and digita...
By Chris Iggo, Chair of the Investment Institute and CIO for AXA IM Core, BNP Paribas Asset Management My 26-year stint in asset management is coming to an end. It started with the dotcom boom (and...
Your business may be one of your greatest assets, but is it helping you build the financial life you want?
"Growth is robust, particularly in the United States, and the rise of artificial intelligence is driving growth across many sectors."
"Persistently high interest rates are dominating the markets: rising U.S. yields are increasing pressure on growth stocks and risky assets."
As the global economic order becomes increasingly fragmented, investors are navigating a landscape shaped by deglobalisation and shifting geopolitical alignments.
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