BNP AM

The sustainable investor for a changing world

Search for

Filter by

Asset class

Economics

Geography

Investing

Front of mind

Issues currently moving the markets

The renminbi’s creeping internationalisation (IV): BRICS expansion and the rise of Africa
Front of mind | Article – 4 Min

The renminbi’s creeping internationalisation (IV): BRICS expansion and the rise of Africa

The expansion of the BRICS bloc and China’s increasing business in Africa are deepening the renminbi’s internationalisation as China works…

CHI LO
| 27.09.2023
Medicare drug price negotiations – Not as simple as the headlines would imply
Front of mind | Article – 4 Min

Medicare drug price negotiations – Not as simple as the headlines would imply

Drug pricing reforms in the US will likely constrain growth for biopharmaceutical manufacturers, placing even greater importance on a company’s…

JON STEPHENSON
| 26.09.2023

The big question

Will China reach its 5% GDP growth target this year?

Tell us your view

SubmitDiscover our view

Portfolio perspectives

Investment strategies and asset allocation

Talking Heads – Picking European stocks that have quality
Portfolio perspectives | Podcast - 16:07 MIN

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...

VALéRIE CHARRIèRE
+1 other(s)
| 18.09.2023
Asset Allocation Monthly – Complacent? Not us
Portfolio perspectives | White paper - 5 Min

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,...

MAYA BHANDARI
+1 other(s)
| 15.09.2023
Talking Heads – Ongoing tailwinds favour European financials
Portfolio perspectives | Podcast - 15:02 MIN

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...

JEROEN KNOL
+1 other(s)
| 11.09.2023

The big topic

SUSTAINABILITY MATTERS

All our views, in one place

Forward thinking

Trends shaping the future

Talking Heads – ‘Time to be serious about climate action financing’
Forward thinking | Podcast - 15:14 MIN

Talking Heads – ‘Time to be serious about climate action financing’

Investors can help to speed climate mitigation and adaptation measures by allocating more and more actively to the protection of...

THIBAUD CLISSON
+1 other(s)
| 25.09.2023
How creative financial approaches can advance climate adaptation
Forward thinking | Article - 4 Min

How creative financial approaches can advance climate adaptation

Climate change increases the likelihood of weather-related natural disasters. Their  occurrence has increased tenfold since the 1960s, resulting in estimated...

ALEXANDER BERNHARDT
| 22.09.2023
‘Say on Climate’ voting: Losing steam – or set for a rebound?
Forward thinking | Article - 4 Min

‘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...

PAULA MEISSIREL
| 12.09.2023

Download the
VIEWPOINT app

Download on the app store
Get Viewpoint app on google play

Viewpoint app

Viewpoint highlights

Subscribe to receive this week’s articles straight to your inbox.

Please enter a valid email
Please check the boxes below to subscribe

FOLLOW VIEWPOINT

Receive daily updates

Investor essentials

Our latest regular features, outlooks and reports