More news
BNP PARIBAS ASSET MANAGEMENT - TM Currency 1440x300
12 December 2018 Investment strategy

On credit, emerging markets and the US dollar

BNP PARIBAS ASSET MANAGEMENT - USA Statue Liberty New York 1440x300
12 December 2018 Regional perspectives

High levels of local concentration suggest employers have market power

POPUP_BOOK_CITY_SRI_INVESTMENT_OUTLOOK_2019
5 December 2018 Global views and trends

Out now: our take on markets and the economy and our asset class expectations

BNP PARIBAS ASSET MANAGEMENT - TM China 1440x300
28 November 2018 Regional perspectives

If you can, help others; if you cannot do that, at least do not harm them. - Dalai Lama   Summary The Sino-US trade tension risks escalating to a new cold war, which could cost not only China and the US, but also the world economy, dearly. Collateral damage to the global system could be another round of currency war in the short term with new volatility dynamics coming from China. If the end of the last Cold War fostered global economic integration, the beginning of the next one - between China and the US - will likely produce fragmentation, with long-term consequences on even technological innovation and climate change.

BNP PARIBAS ASSET MANAGEMENT - TM Statue Of Liberty USA 1440x300
7 November 2018 Regional perspectives

Equity markets' usual year-end Santa Claus rally might get an additional boost

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.

BNP PARIBAS ASSET MANAGEMENT - Finance 1 1440x300
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  

BNP PARIBAS ASSET MANAGEMENT - TM Small cap 1 1440x300
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

BNP PARIBAS ASSET MANAGEMENT - TM Emerging markets 1440x300
18 September 2018 Research papers

There is no longer just a single EM group, with poor countries converging to industrialized status slowly and surely over time, and advanced emerging markets graduating to developed countries. With a deeply skilled ESG research team, we have amassed the data and monitoring capabilities to tailor and craft a unique approach suited to the nuances and dynamic realities of emerging markets. The novelty of our approach is that instead of inclusion lists or exclusion lists, we use our composite score on each of the 90 EM countries to determine position sizing for investments in our portfolios. We must look to the future and take a stand on the implications of our enterprise and the long-term viability of our holdings.

BNP PARIBAS ASSET MANAGEMENT - Finance 1 1440x300
10 September 2018 Asset allocation analysis, Investment strategy

We remain long equities and underweight fixed income, notably in the eurozone, but we trimmed our risk exposure

Artificial_Intelligence_630x215
6 September 2018 Research papers

Read our white paper on the potential of AI and the opportunities it offers investors

BNP PARIBAS ASSET MANAGEMENT - PV bond best selection world EM 1440x300
27 July 2018 Investment strategy

Emerging market debt has been the subject of much interest over the last few years, but recent volatility has created uncertainty about the asset class. We are convinced that besides offering an attractive return/risk ratio and the potential for high returns, current valuations constitute an attractive entry point.

BNP PARIBAS ASSET MANAGEMENT - Finance 2 1440x300
16 July 2018 Investment strategy

Watch out for the effects of factors such as rising interest rates and the end of central bank asset purchases

BNP PARIBAS ASSET MANAGEMENT - TM Infrastructure 1440x300
16 July 2018 Investment strategy

Infrastructure debt offers investors attractive features from steady cash flow to credit quality

BNP PARIBAS ASSET MANAGEMENT - Finance 4 1440x300
11 July 2018 Asset allocation analysis, Investment strategy, Market commentary

Foreseeing calmer markets over the next few months, we have identified several reversal themes

TOP_distup-techno_411428653_630x215
5 July 2018 Investment Insight, Investment strategy
BNP PARIBAS ASSET MANAGEMENT - TM FED 1440x300
2 July 2018 Global views and trends

Does the FOMC hope that with only moderate policy tightening, it can eventually succeed in returning US inflation to objective after an overshoot?  

BNP PARIBAS ASSET MANAGEMENT - TM US 1440x300
2 July 2018 Global views and trends

The financial sector had been assumed to be one of the equity sectors that would outperform the broad S&P 500 index in 2018. Robust US economic growth following the passage of tax cuts would boost cyclical sectors and deregulation would enhance profits. But instead of market-beating returns, the sector’s total return up to 27 June was -4.3%, compared to a 3.0% gain for the rest of the index. What are the reasons for the disappointing figures? Might things turn around by the end of the year?

BNP PARIBAS ASSET MANAGEMENT - TM Barometer 1440x300
22 June 2018 Global views and trends

Hopes were so high. At the start of the year, the ‘Goldilocks’ environment — characterised by above-trend global growth, contained inflation, and moderate volatility — looked set to continue, if not quite as strongly, in 2018.

BNP PARIBAS ASSET MANAGEMENT - TM Transport Cargo 1440x300
21 June 2018 Global views and trends

Taking a closer look at how the tariff cards may play out and which markets may suffer the most should things get nasty

BNP PARIBAS ASSET MANAGEMENT - TM Currency 1440x300
20 June 2018 Investment strategy

How can foreign currency exposure best be managed in institutions’ portfolios?

BNP PARIBAS ASSET MANAGEMENT - TM Woman binocular outlook 1440x300
19 June 2018 Global views and trends

What are the implications of recent political events in Italy, deepening trade tensions and the June FOMC meeting?

BNP PARIBAS ASSET MANAGEMENT - Pedagogie 1140x300
18 June 2018 Regional perspectives

At the 13 June meeting, the Federal Open Market Committee raised the target range for the federal funds rate by a quarter point to 1.75-2.00%, marking the seventh increase in US interest rates of the current cycle.

BNP PARIBAS ASSET MANAGEMENT - TM Window Transparency 1440x300
15 June 2018 Regional perspectives

In China, policy is driving the push to cleaner energy, but the setup in India makes the transition tougher

BNP PARIBAS ASSET MANAGEMENT - TM Real estate 1440x300
14 June 2018 Investment strategy

When leading central banks stop playing the monetary policy tunes that many financial markets have been dancing to over the past decade – that jaunty ditty called quantitative easing, or QE as it is known by its abbreviation – the financial assets that were the winners under QE look set to become the losers, but there is one asset class that should continue to hum along nicely: US mortgage-backed securities (MBS), as fund manager John Carey explains.

BNP PARIBAS ASSET MANAGEMENT - Sustainable Food 1440x300
11 June 2018 Investment strategy, SRI articles

Green bonds are meant to (re)finance projects with the ultimate goal of combating climate change or mitigating its impact

BNP PARIBAS ASSET MANAGEMENT - Finance 1 1440x300
8 June 2018 Asset allocation analysis, Investment strategy, Market commentary

Three shocks hit markets: (i) an escalation of political risk, (ii) weakening growth (notably in Europe); and (iii) a stronger USD, which led to stress in emerging markets In Italy, market worries about fiscal excesses and the prospect of a clash between the new government and European authorities escalated. As a result, ‘peripheral’ eurozone debt sold off. Italian markets are likely to remain volatile in coming months as investors digest further news on political developments and economic data There are signs of a growth slowdown, notably in the eurozone, according to recent data. However, we find it difficult to call a turn in the economic cycle yet. While the data have weakened, activity is still expanding both in the developed world and emerging markets Emerging market stress was largely a consequence of higher US yields and USD strength. In our view, local debt offers value and currently lower US yields are reassuring, but we need to see the USD and global risk sentiment stabilise for EM debt to rally materially

BNP PARIBAS ASSET MANAGEMENT - TM Woman binocular outlook 1440x300
5 June 2018 Global views and trends

Cooling growth, inflation becoming ‘too hot’ - what is the outlook for Goldilocks?

BNP PARIBAS ASSET MANAGEMENT - TM China 1440x300
5 June 2018 Regional perspectives

Inclusion of mainland-listed stocks marks milestone in the opening of China’s financial markets

BNP PARIBAS ASSET MANAGEMENT - Reponsibility footprint 1440x300
5 June 2018 Environmental markets, Global views and trends, Investment views, SRI articles

"If you can't re-use it, refuse it"

BNP PARIBAS ASSET MANAGEMENT - PV bond best selection world EM 1440x300
5 June 2018 Regional perspectives

How did the largest drop in nearly two years start and when will it end?

linkedin_icon

Follow us

https://www.linkedin.com/company/bnp-paribas-asset-management