BNP Paribas AM

Welcome to AXA Investment Managers which is now part of the BNP Paribas Group, further to the closing of its acquisition by BNP Paribas Cardif. ➡️ Read more:

European UCITS ETFs* saw record inflows of €125bn in Q3. While global equities led the way, active ETFs continued to attract significant inflows. Read more: *ETF: Exchange Traded Fund #MarketingCommunication #CapitalAtRisk Source ETFBook as of 30/09/2026

From a surge in energy demand driven by AI* to a greater need for water security and food resilience, the environmental investment theme is rapidly evolving: *Artificial intelligence #MarketingCommunication. Capital at risk.

As AI* capex** rises, emerging market “picks and shovels” companies have seen a sharp earnings rise. Listen to Zhikai Chen speak to the changing nature of EM equities: *Artificial intelligence **Capital expenditure #MarketingCommunication Capital at risk.

While long-term bond yields are rising, Euro short-duration bonds may be less sensitive to changes in interest rates than longer-dated bonds: #MarketingCommunication. Capital at risk

Defence-focused ETFs provide exposure to the defence sector and may constitue a way to profit from it amid rising NATO and allied defence spending: Capital is at risk. Performance is not guaranteed, not an investment recommendation.#MarketingCommunication

Constrained by export controls, China is often seen as lagging the US in AI. But appearance can be deceiving. Discover why the opportunity may actually lie in competing across the entire AI value chain: Capital at risk. #MarketingCommunication

Despite tripling since 2020*, we believe European bond ETFs remain relatively under bought, potentially leaving room for growth and diversification: Capital at risk. #MarketingCommunication *Source: Bloomberg as of 30/06/2026

With AI* models getting smarter and cheaper, it is fuelling the investment potential across the tech ecosystem. Listen to our experts speak to the arising opportunities and risks: #MarketingCommunication *Artificial intelligence

Technology sits at the heart of Europe’s drive for strategic autonomy. From Artificial Intelligence (AI) to semiconductors, the sector is advancing rapidly as Europe seeks to strengthen its independence. Learn how this transformation is unfolding:

Looking for a short-term cash management solution? Overnight ETFs* combine liquidity with exposure to very short-term interest rates. Learn more today: Capital is at risk. Performance is not guaranteed. *Exchange-Traded Funds #MarketingCommunication

AI* is neither inherently sustainable nor unsustainable, presenting both environmental challenges, but also offering potentially transformative benefits. Instead, it can be seen as a force multiplier. Learn why: *Artificial intelligence

Europe's efforts to build autonomous defence capabilities are accelerating, with billions expected to flow into the sector. Insight on passive ETF* exposure to this long-term trend: *Exchange-Traded Funds #MarketingCommunication

The ETF market extended its recovery in May, with gains across global and US equity strategies plus a stellar month for fixed income. Get our latest ETF Watch report here: *ETF: Exchange Traded Fund

In light of US restrictions on tech exports, Chi Lo explains China’s “state-organised, but not state-led” drive for technology independence, its economic implications,, and what it means for investors. Listen to this week’s Talking Heads:

AI* & machine learning are contributing increasingly to how quantitative investment teams identify their ideas. But make no mistake, humans remain firmly in charge. 🎧Listen to this week’s Talking Heads: *Artificial intelligence

So far, US small caps have performed rather well, with the Russell 2000index outpacing the S&P 500 YTD 2026. Listen to Geoff Dailey discuss what is driving the move, and where he sees opportunities.:

For active managers licenced to roam fixed income, volatility tends to be a good thing. It creates more dislocations and greater chances of delivering risk-adjusted returns on top of a cash benchmark. Learn more. Listen to this week's Talking Heads:

Stagflation risk is back. In this environment, Short-dated inflation-linked bonds may be a more efficient hedge, in our view, to capture rising realised inflation while limiting real-rate risk. Learn why:

As volatility increased this quarter, ETFs flows slowed. Core equity ETFs continued to attract strong inflows while gold ETFs saw outflows. Discover more.

Despite ongoing geopolitical uncertainty, European Fixed Income still offers potential opportunities, supported by attractive yields and solid corporate fundamentals: