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7 May 2019 Global views and trends

The new EU taxonomy defining what is truly 'sustainable' will offer essential clarity and help counteract greenwashing. We also review the implications for investors of Chinese bonds becoming more prominent in global benchmarks. Elsewhere in Asia Pacific, we assess the state of investment stewardship. Finally, we note that Goldilocks may currently prevail on the economic scene, but her grip on the throne is tenuous at best.

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25 April 2019 Global views and trends

In this edition, read why ‘globotics’, the next stage of globalisation, threatens to overwhelm our capacity to adapt. We also explain what the energy transition means for equity valuations and present our asset allocation for the second quarter.

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27 March 2019 Global views and trends

The science is unequivocal and the evidence is growing ever stronger, supporting the rationale of adopting a long-term investment focus on sustainability. We present our Global Sustainability Strategy. Also in this issue: do not apply a one-size-fits-all approach to BBB rated debt, but assess the idiosyncrasies; and the outlook for European equities.  

BNP PARIBAS ASSET MANAGEMENT - Responsibility economic 1440x300
20 March 2019 Investment strategy, News feed

In a fast changing world, our focus is on achieving long-term sustainable investment returns for our clients.


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