We expect the Fed to remain on hold at the January FOMC meeting, but current data may suggest a less hawkish stance than in December. Recent inflation data keeps the door open for further but limited rate cuts. And labor markets - despite robust h...

By Chris Iggo, Chair AXA IM Investment Institute and CIO AXA IM Core Go-go-go – There has been enough in the first week of Trump’s new administration to suggest that, at some point, markets might react badly to something he says, or th...

Innovating macrophage-targeted therapeutics across multiple therapeutic areas Proprietary functional macrophage fingerprinting technology identifies disease-relevant macrophage subsets Strengthened by the appointments of James Rush as CEO and Ji...

Hot jobs César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. The good news on the jobs front proved bad news for stocks last week. The S&P 500 declined 1.9% (in USD) as the December nonfarm payrolls report dampene...

Altaroc Partners SA, a Private Equity fund management company with a mission to provide access to a portfolio of international Private Equity funds, has just received its ELTIF 2.0 approval for the Odyssey 2024 fund. This certification validates i...

By Chris Iggo, AXA IM Investment Institute and CIO at AXA IM Core Macro – The current bond bear market started in September, around the time the Federal Reserve (Fed) cut its overnight rate from 5.5% to 5.0%. That was a bold move, signall...