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BNP Paribas Asset Management USA, Inc.

The asset manager for a changing world

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29 October 2019

The Intelligence Report – Further to go

Making our range of investment products ESG-proof also means tackling asset classes and industries where data availability and transparency still have some headway to make. While challenges remain, for example in emerging markets, we can now rank debt issuers comprehensively on the basis of some 90 factors. This gives us a good view of whom to embrace and whom to avoid in our EMD portfolios, as Bryan Carter explains in the first article. Having a presence on the ground matters in this respect, including in China, where our senior economist Chi Lo keeps tabs on Beijing’s efforts to transform the economy while maintaining the momentum of growth. Read his latest analysis in our second article. Finally in this edition, an extensive write-up of the many efforts and initiatives – our own and those of the many multilateral organisations we belong to – en route to a sustainable finance system, all the while remembering that there is further to go before the world becomes a better place.

29 October 2019

Towards a sustainable finance system: further yet to go

The transition to a global sustainable finance system is gaining pace. Speaking at the first PRI Sustainable Finance Policy Conference in September, BNP Paribas Asset Management CEO Frédéric Janbon explained that while sustainable finance is moving up the agenda for policymakers, regulators and investors, much work remains to be done. We set out the key points in this edition of The Intelligence Report.

29 October 2019

More monetary easing likely as China growth slows again in Q3

Facing strong growth headwinds, Beijing will likely maintain its policy easing bias for some time yet. We believe this scenario is positive for bonds in the short term, but weak GDP growth looks set to limit equity performance until signs of solid economic stabilisation or recovery emerge in China, as Chi Lo argues in this edition of The Intelligence Report.   

29 October 2019

Assessing ESG factors when investing in EM debt

Investors are increasingly considering environmental, social and governance factors alongside traditional financial risks. But many balk at using ESG criteria for emerging markets, worried this limits opportunities or potential returns, as Bryan Carter explains in this edition of The Intelligence Report.

15 October 2019

The Intelligence Report – Disruption governs

These days, extending the phrase “steady as she goes” – that reassuring call from the helm confirming the current course to the next safe harbour – to other uses might be a stretch. After all, it seems increasingly to be disruption rather than continuity that marks the pace of life. And so it is in investing. At the macroeconomic level, there is a pressing need to assign the current ‘single-use product’ model to the scrapheap and adopt the circularity of the re-use, repair and recycle approach, as we explain in our first article. At a more personal level, healthcare faces a reassessment on the back of possible policy changes, while the drivers of costs, such as ageing and life style changes, persist. What this means for investors is the topic of our second article. Rounding off this edition, our third article underscores the point that disruption is a trend that might be most obvious in IT, but it is felt far beyond that sector.    

29 October 2019

More monetary easing likely as China growth slows again in Q3

Facing strong growth headwinds, Beijing will likely maintain its policy easing bias for some time yet. We believe this scenario is positive for bonds in the short term, but weak GDP growth looks set to limit equity performance until signs of solid economic stabilisation or recovery emerge in China, as Chi Lo argues in this edition of The Intelligence Report.   

24 July 2019

Chi on China: China’s growth beyond the mMiddle-income trap

We know what we are, but know not what we may be - William Shakespeare

22 May 2019

Webinar – The road to electrification: electric vehicle potential in EM

As many governments around the world work to address mounting concerns over climate change, electric vehicles (EV) can contribute to the long-term solution by helping to cut the transportation sector’s heavy carbon emissions. As emerging markets (EM) develop, their CO2 emissions are poised to rise precipitously, underscoring the need for electric cars to help address this daunting challenge.

10 May 2019

Webinar – The road to electrification

Electric vehicle potential in India and other emerging markets

10 April 2019

MSCI to add more A shares: a blessing for foreign investors

The weight of Chinese A shares in MSCI’s global indices is set to rise, creating a major long-term opportunity for foreign investors. The move comes amid further reform in China and steps to open up its capital markets.

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Read our blog

Investors' corner by BNP Paribas Asset Management is an interactive blog offering insight and comments from our investment professionals on themes and issues in the asset management industry.

Key themes

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Investing in Small Caps

Companies with a small market capitalization have many special features that can appeal to investors. Managers typically have a more entrepreneurial style and are more agile when it comes to responding to market demands and innovation trends. Such companies often attract buyers. Listed small-cap stocks are usually covered less extensively by financial analysts, and thus attract less market attention, which can make for attractive valuations. We believe a high-alpha investment strategy – one that involves managers skilled in benefiting from these features – suits this asset class best.

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Sustainable and responsible investments

Sustainable investing allows us to better manage the risks – and pursue the opportunities – associated with the energy transition, environmental sustainability and inclusive growth.  

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Why invest in emerging market debt

Emerging market debt as an asset class has grown rapidly in recent years, increasing in breadth and depth. As a result, there is more sophistication in the types of fixed-income products to choose from. At the same time, regulatory and legal changes in many emerging countries have improved the solidity of investments in EM debt. In our view, a blended emerging market fixed-income portfolio combining local currency and hard currency debt is an appealing choice for investors.