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Front of mind

Issues currently moving the markets

Graph of the Week – The reality of how consumers perceive inflation
Front of mind | Article – 2 Min

Graph of the Week – The reality of how consumers perceive inflation

The latest survey by the New York Fed found that US consumers expected inflation in one- and three-years’ time to…

NATHALIE BENATIA
| 23.02.2024
Weekly Market Update – Waiting for the ‘pivot’ (or is it Godot?)
Front of mind | Article – 4 Min

Weekly Market Update – Waiting for the ‘pivot’ (or is it Godot?)

In just two weeks, market expectations for monetary policy easing have changed significantly. Two 25bp interest rate cuts by the…

NATHALIE BENATIA
| 22.02.2024

The big question

What will the 10Y US Treasury yield be by year end?

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Portfolio perspectives

Investment strategies and asset allocation

Talking Heads – Looking to Turkey for some investing delight
Portfolio perspectives | Podcast - 9:43 MIN

Talking Heads – Looking to Turkey for some investing delight

Robust domestic demand, and a now sound and simplified monetary policy strengthen the investment case for Turkish assets in 2024....

HUSEYIN AKAR
+1 other(s)
| 26.02.2024
Dare to diversify
Portfolio perspectives | Article - 3 Min

Dare to diversify

‘Don’t put all your eggs in one basket’, or at least not too many eggs, is a widely known maxim....

FABIEN BENCHETRIT
| 21.02.2024
Talking Heads – Consider the ‘cushion’ of US investment-grade bonds
Portfolio perspectives | Podcast - 13:09 MIN

Talking Heads – Consider the ‘cushion’ of US investment-grade bonds

Investors with a penchant for yield and income should consider US investment-grade bonds, an asset class that stands to benefit...

YRIEIX DE JAMES
+1 other(s)
| 19.02.2024

The big topic

SUSTAINABILITY MATTERS

All our views, in one place

Forward thinking

Trends shaping the future

Why investors should support the transition to safe and sustainable chemicals
Forward thinking | Article - 3 Min

Why investors should support the transition to safe and sustainable chemicals

After years of talks, the Global Framework on Chemicals was finalised late in 2023. It provides a sector-specific roadmap for...

RACHEL CROSSLEY
| 27.02.2024
Mitigating drivers of biodiversity loss will create new markets
Forward thinking | Article - 3 Min

Mitigating drivers of biodiversity loss will create new markets

Biodiversity has rapidly risen up corporate and investor agendas, with growing recognition of the economy’s far‑reaching dependency on ‘ecosystem services’,...

IMPAX ASSET MANAGEMENT
| 23.02.2024
Political tensions create selective opportunities
Forward thinking | Article - 5 Min

Political tensions create selective opportunities

In this extract [1], portfolio managers of the BNP Paribas Aqua discuss how tense relations between the US and China...

IMPAX ASSET MANAGEMENT
| 16.02.2024

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