The Intelligence Report
Global views and trends

The Intelligence Report – 7 May 2019

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 EU taxonomy: the metric system of the 21st century
The proposed classification will be a ‘living’ list of all economic activities that can genuinely be seen as environmentally sustainable, ensuring a common understanding of what is ‘green’.

Read more

 

Chinese bonds: catch me if you can
Investors face radical changes to their portfolio allocations as Chinese bonds assume greater prominence in the global benchmarks that typically guide fixed income investments.

Read more

 

Good stewardship is key to sustainable investment in Asia Pacific
Despite a major step-up in sustainable investment, standards vary greatly in Asia Pacific. Close engagement and stewardship can lead to real progress where needed.

Read more

 

Beware the risks of a fragile Goldilocks
While markets are pricing in a Goldilocks setting, a global slowdown or the US economy overheating, leading to fresh Fed tightening, could expose just how fragile this backdrop is.

Read more

 

For the previous edition, 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:
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.

People_Fly_Balloon_Business_1140x300
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].  

City_China_HongKong_People_Asia_ISR_1440x300
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].