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Global views and trends

The Intelligence Report – 20 May 2019

21 May 2019 -

Investors play an important part in ensuring that the world is not only economically efficient, but also sustainable. Fortunately, as PRI CEO Fiona Reynolds explains, there is progress; this matters for long-term value creation, the environment and society at large. Next, we argue that a factor investing approach including ESG criteria can work in fixed income and raise the curtain on the upcoming European Parliament elections and subsequent changes in Europe’s top jobs.

 

Bringing sustainability to capital markets
Fiona Reynolds, CEO of Principles for Responsible Investment, discusses the progress towards a sustainable financial system and sets out the priorities for asset managers.

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Webinar – Multi-factor investing and fixed income
A factor-based approach is often associated with equities, but can work equally well in fixed income, BNPP AM experts argue in this edition of our Factor Investing series.

Watch it here

 

Will the elections upset the EU’s applecart?
As further polarisation looms, this month’s European Parliament elections – the biggest electoral contest in Europe – will set the tone for new appointments to the EU’s top jobs.

Read more

 

For the previous edition, click here >

To find out more about our ESG views and investment strategies, click here >

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.

On the same subject:
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5 June 2019

Hopes and concerns are wrestling for investor attention; while wait-and-see might be the sensible approach, our asset allocation team argues portfolios can still be robust despite all the volatility. Also in the “let’s keep it in perspective” department, don’t expect renminbi policy to swing to competitive devaluation; US company debt: less of a burden than it seems. Finally, and perhaps most worryingly, we highlight the need to tackle deforestation for the sake of world sustainability.

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7 May 2019

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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27 March 2019

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.  

The Intelligence Report – 7 May 2019

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.

The Intelligence Report – 5 June 2019

Hopes and concerns are wrestling for investor attention; while wait-and-see might be the sensible approach, our asset allocation team argues portfolios can still be robust despite all the volatility. Also in the “let’s keep it in perspective” department, don’t expect renminbi policy to swing to competitive devaluation; US company debt: less of a burden than it seems. Finally, and perhaps most worryingly, we highlight the need to tackle deforestation for the sake of world sustainability.