The final quarter of last year once again demonstrated the immense impact of US politics on global financial markets. In just three months, European equity investors could have achieved an additional return of almost 15% by investing across the At...

What happened? U.S. tech sold off on Monday as investors focused on the implications of Chinese AI startup DeepSeek’s latest model that rivals OpenAI’s ChatGPT 4's performance, said to have been achieved at a fraction of the cost. In particular, t...

Market outlook: convertible bonds and high yield continue to shine in early 2025 If the economic backdrop seen in Q4 persists into Q1 2025, then it is logical for investors to continue to focus on the risk-on bond exposures that performed well in...

By François Rimeu, Senior Market Strategist, Crédit Mutuel Asset Management Unless there is a surprise, the European Central Bank (ECB) is expected to cut the key interest rates by 25 basis points (bps) during its meeting on Thursday, January...

In the light of the upcoming German elections, AXA Investment Managers discusses a timely report providing a roadmap for Germany in its response to Chinese competition. The report, written by Brad Setser and Sander Tortoir for the Centre for Eur...

By Chair of the AXA IM Investment Institute and CIO of AXA IM Core, Chris Iggo, and AXA IM portfolio managers James Dowey and Matthew Ward Following a period of extraordinary growth the technology sector recently felt the brunt of market...