18th March 2024

AXA IM: A Conversation about the Conversation

Many members of the ECB Governing Council have already taken to the wires to opine on cutting rate, so it is unlikely in AXA Investmenet Managers view that Christine Lagarde will deny this week that the conversation has started internally.

Investment Commentary, Investments

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Aberdeen: Resilience by design: multi-asset portfolios for volatile markets

A look at the benefits of deliberate, long-term multi-asset portfolio construction.

BNP Paribas: View from the markets: Fair weather outlook

Increased US share issuance is a sign of equity market exuberance, with investors focused on the exceptional outlook for earnings.

M&G: What is a safe haven now?

Are traditional safe haven assets still delivering? Explore how changing market conditions are reshaping where resilience can be found.

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