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Front of mind

Issues currently moving the markets

Weekly market update – Conduct of monetary policy - Not the easiest game in town
FRONT OF MIND | Blog – 3 Min

Weekly market update – Conduct of monetary policy – Not the easiest game in town

Since the Jackson Hole economic symposium in late August, things have quickly escalated: Hawkish decisions and comments from US policymakers…

NATHALIE BENATIA
| 22.09.2022
Opportunities and ESG investing in Chinese equities
FRONT OF MIND | Blog – 3 Min

Opportunities and ESG investing in Chinese equities

David Choa, head of Greater China Equities, talks about investment opportunities and the application of environmental, social and governmental (ESG)…

DAVID CHOA
| 20.09.2022

The big question

What’s the risk of a US recession in 2023?

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Portfolio perspectives

Investment strategies and asset allocation

Thematic investing: History can help assess the future
PORTFOLIO PERSPECTIVES | Blog - 4 Min

Thematic investing: History can help assess the future

Understanding the drivers of past industrial revolutions can be invaluable when evaluating  long-term sustainable investment opportunities. Edward Lees and Ulrik...

EDWARD LEES
+1 other(s)
| 23.09.2022
Asset allocation update – Too rich for a recession
MONTHLY
ASSET ALLOCATION
PORTFOLIO PERSPECTIVES | Blog - 1 Min

Asset allocation update – Too rich for a recession

As markets continue to gyrate between concerns over recession and worries over persistently high inflation in the wake of the...

MAYA BHANDARI
| 20.09.2022
Asset allocation monthly – Disparate pricing
MONTHLY
ASSET ALLOCATION
PORTFOLIO PERSPECTIVES | Blog - 5 Min

Asset allocation monthly – Disparate pricing

 The market reaction to the Jackson Hole meeting of central bankers has been fairly sanguine: 10-year yields are a bit...

MAYA BHANDARI
+1 other(s)
| 13.09.2022

The big topic

SUSTAINABILITY MATTERS

All our views, in one place

Forward thinking

Trends shaping the future

Climate and energy are more closely intertwined than ever
FORWARD THINKING | Blog - 4 Min

Climate and energy are more closely intertwined than ever

The energy crisis was already running amok with energy transition plans. Heatwaves this summer have exacerbated matters. Does the crisis...

ALEXANDER BERNHARDT
| 23.09.2022
Clarity for investors and seafood retailers on sustainability and profitability
FORWARD THINKING | Blog - 2 Min

Clarity for investors and seafood retailers on sustainability and profitability

Investors assessing the risk to seafood retailers of marine biodiversity loss – a major threat – need reliable, transparent and...

GRASFI – Bringing the academic rigour crucial to judging sustainable investments
FORWARD THINKING | Blog - 3 Min

GRASFI – Bringing the academic rigour crucial to judging sustainable investments

Sponsored by BNP Paribas Asset Management, the recent 5th annual conference of the Global Research Alliance for Sustainable Investment and...

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