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23rd July 2026

BNP Paribas Mid-year Investment Outlook

At the halfway point in the year, where do the biggest opportunities lie for investors? From the impact of central bank policies on bond yields to the debate over the AI-driven equity surge, the market remains a complex landscape of risks and rewards.

Watch our Mid-Year Investment Outlook video with Daniel Morris, Chief Market Strategist, and Chris Iggo, Chief Investment Officer, AXA IM Core (part of BNP Paribas Asset Management), to see their analysis of the fundamentals driving the global economy, fixed income and equity markets.

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