Front of mind
Issues currently moving the markets

Chart of the Week – Pricing of risk suggests it is time for bonds
Every risk has a price, and in our view, markets are priced for different outcomes. Strikingly, the chart of the…

Weekly Market Update – Higher and higher, for now
The sell-off in US (and global) government bond yields, which began after Fitch Ratings downgraded the US default rating as…
The big question
Will China reach its 5% GDP growth target this year?
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Portfolio perspectives
Investment strategies and asset allocation

Talking Heads – Picking European stocks that have quality
What is the best way to actively manage an allocation to large-cap European equities? Valerie Charriere, Deputy Head of European...

Asset Allocation Monthly – Complacent? Not us
Markets have been volatile, buffeted by the much-anticipated gathering of leading central bankers at Jackson Hole, poor US macroeconomic data,...

Talking Heads – Ongoing tailwinds favour European financials
At around 15%, financial stocks account for a significant part of European equity indices. What is the outlook for the...
The big topic
SUSTAINABILITY MATTERS
All our views, in one place
Forward thinking
Trends shaping the future

‘Say on Climate’ voting: Losing steam – or set for a rebound?
Launched in 2020, the Say on Climate initiative encourages companies to consult shareholders about their climate strategies and net zero...

Where we stand on biodiversity loss and footprinting
Robert-Alexandre Poujade, Biodiversity Lead, discusses the importance of biodiversity, our biodiversity roadmap and the steps in assessing the biodiversity footprint...

Not created equally – Stewardship in Asia
Overall, stewardship at BNP Paribas Asset Management centres on the key themes of energy transition, environmental sustainability and equality and...
Investor essentials
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