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BNP PARIBAS ASSET MANAGEMENT - TM US 1440x300
2 July 2018

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

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

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 Woman binocular outlook 1440x300
19 June 2018

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