The Intelligence Report
Global views and trends

The Intelligence Report – 1 October 2019

1 October 2019 -

What do superstars, inflation and sustainability have in common?

Investing is about opportunities and threats: benefiting from the former and avoiding the latter. Underlying any decision is analysis and awareness – and so it is with the superstar company phenomenon: some ‘masters of the universe’ are worth having a look at. Caveats apply, one being that it is not just size that matters.

Equally, we are all aware that inflation is now elusive, but our analysis shows that the forces that can fan it could easily be stirred into action.

Talking about action, we present the latest views on the urgency of the sustainability issues that asset owners, society and the world need to tackle. Of course, savvy investors can see an opportunity here.


What the superstar phenomenon means

Typically in control of their markets and pricing, often at the forefront of innovation and frequently eager to expand, superstar companies represent both opportunities and threats when it comes to investing.

CHECK OUT OUR INFOGRAPHIC


Transitioning to a reflation regime?

Reflation could be around the corner. Whether it actually appears depends on factors such as supply shocks, de-globalisation, fiscal stimulus and signs of economic recovery.

READ OUR ANALYSIS


Policymakers respond to urgency of sustainability issues

Governments are focusing on ‘real economy outcomes’ and increasingly are supported by investors and facilitated – perhaps not quickly enough – by regulators.

READ OUR CONFERENCE REPORT

 


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The Intelligence Report appears roughly every two weeks and offers investors insights into the topics that we believe matter to them from around BNP Paribas Asset Management. Contact your local representative for more information.

 

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On the same subject:
The Intelligence Report
12 November 2019

We are glad to report sustainable investing is making progress. One example is the market for green bonds, where issuance has grown impressively over a short time, as Felipe Gordillo and Xuan Sheng Ou Yong explain in the first article of this issue.

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12 November 2019

Recent geopolitical news has caused financial markets to trade in a reflationary fashion, shrugging off weak data and concern over structural Sino-US tensions, even if the economic slowdown may evoke memories of Q4 2018. Are the similarities actually there?, we ask in this issue of The Intelligence Report [1].  

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12 November 2019

The adoption of ESG investing in Asia Pacific has accelerated over the last two to three years, particularly in the form of a greater push by leading institutions or governments, but more work still needs to be done, also because Western models cannot simply be copied locally, argues Ligia Torres, CEO Asia-Pacific, in this edition of The Intelligence Report [1].

Here’s reflation, well, for now

Recent geopolitical news has caused financial markets to trade in a reflationary fashion, shrugging off weak data and concern over structural Sino-US tensions, even if the economic slowdown may evoke memories of Q4 2018. Are the similarities actually there?, we ask in this issue of The Intelligence Report [1].