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BNP Paribas Asset Management USA, Inc.

The asset manager for a changing world

About us
13 February 2019

The Federal Reserve’s evolving policy strategy framework

Struggling for some time now to hit its inflation mark sustainably, the Federal Open Market Committee may move to adopt average inflation targeting, or even temporary price level targeting, in its upcoming strategy review. Such a shift should steepen the Treasury curve, lower real interest rates, and support a widening of long-forward TIPS breakevens.

13 February 2019

The yield curve – a predicator of recession?

What predictive information does the yield curve usefully yield? An assessment suggests it is a flawed mirror: investors seeking to understand where the economy is heading may be better off concentrating on the fundamentals.

11 February 2019

Webinar – A focus on the US and China: their relations and economies

An explanation on why China wants a trade deal and how the US feels about this - webcast 28 Feb

30 January 2019

Developments and prospects for US inflation

In the US, core CPI and PCE inflation should gently firm in 2019, with the contribution from shelter being supplemented by a growing contribution from cyclically-driven services inflation.

18 December 2018

Chi Time: What’s new in China’s 2019 outlook?

Problems are not stop signs, they are guidelines. Robert H. Schuller    Let us consider the four GDP components – consumption (C), investment (I), government expenditure (G) and net exports (NX).  The outlook for NX is clouded by the Sino-US trade conflict.

13 February 2019

Between growth fears and policy support

With the structural direction of equities unclear, we prefer to be neutral in the medium to long term. We are structurally underweight in fixed income as we foresee gradually rising inflation and further monetary policy normalisation.

30 January 2019

The outlook for fixed income risk assets

Tighter financial conditions, persistent political risk and slowing earnings growth are among the many factors set to inform fixed income choices, with careful security picking likely to matter more to performance than it did in 2018.

18 January 2019

A pause that refreshes, but for how long

Fixed income quarterly outlook Q1 2019

12 December 2018

Outlook 2019: Markets – adapting to quantitative tightening

On credit, emerging markets and the US dollar

29 October 2018

Equity market valuations: Where are we now?

A look at developed and emerging equity valuations to assess which now appear attractive, at least from a stock multiples viewpoint  

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Explore solutions

Learn how we meet the needs of both institutional and retail investors.

Key strategies

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U.S. small cap equities

Employs fundamental analysis to identify companies with long-term growth potential.

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Emerging markets fixed income

Seeks to provide strong risk-adjusted returns.

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Global emerging markets equity

Invests in quality companies at a compelling price.