Insights

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Regional perspectives

A post-election recipe: Gridlock with a dash of stimulus

7 November 2018 - Steven Friedman, Senior Economist and Daniel Morris, Senior
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BNP PARIBAS ASSET MANAGEMENT - USA Statue Liberty New York 1440x300
31 October 2018 Regional perspectives

The primary themes impacting the yields of US Treasuries and the pricing of future levels of inflation (via breakeven inflation rates (BEIs)) have changed little in the last few months. They continue to generate a range-trading environment for US Treasury bonds and TIPS.

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29 October 2018 Investment strategy

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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23 October 2018 Investment strategy

Small caps are trading at a discount to large caps

BNP PARIBAS ASSET MANAGEMENT - TM Emerging markets 1440x300
8 October 2018 News feed, Regional perspectives

Growth dynamics and demographics add to the arguments in favour

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