AXA Investment Managers has today published its Outlook for 2025 to 2026 with the following key points: - Global growth looks set to continue its 2024 pace of 3.2% in 2025, before easing in 2026 to 2.9% - Trump’s policies will determine the ...

François Rimeu, Senior Strategist, Credit Mutuel Asset Management Political and Economic Instability: Europe's Growing Challenges The two main economies of the Eurozone are sinking deeper into crisis with each passing day. The political si...

DATA CENTERS: ARTIFICIAL INTELLIGENCE IMPLICATIONS The global AI data center (DC) market could reach 50-60 GW within 5 years, and traditional DCs could experience incremental growth of 15-20 GW over the same period. At an all-in cost of $...

Odds of a successful motion of no confidence against the French government are mounting. ​ Given the difficulty to build a proper majority around the budget, the government is very likely to invoke article 49.3 of the Constitution so that the bu...

Rail transport now accounts for 10% of passenger traffic and 7% of freight traffic worldwide, according to the International Energy Agency. The rail market in its broadest sense (infrastructure, rolling stock, signalling) benefits from struc...

- US soft landing scenario (our base case for most of 2024) should give way to reflation as we move deeper into 2025. - Other major economies, and in particular Europe and China, will have to navigate a shift in US trade and industrial policy. ...