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

Featured

Weekly market update – Staying the course
WEEKLY
MARKET UPDATE 16.03.2023
FRONT OF MIND | Article – 7 Min

Weekly market update – Staying the course

Markets this week have been gripped by apprehension over the potential fallout in the banking system from the abrupt end…

ANDREW CRAIG
| 16.03.2023

The big question

With interest rates normalising, are private assets still attractive?

Tell us your view

SubmitDiscover our view

Latest

Talking heads – Banks transition to a new regime
FRONT OF MIND | Podcast - 12:48 MIN

Talking heads – Banks transition to a new regime

Over the last month, the banking sector has seen a spate of turmoil triggered by concerns over the possible effects...

SéVERINE PIQUET
+1 other(s)
| 29.03.2023
Weekly market update – The dust settles slowly
WEEKLY
MARKET UPDATE 23.03.2023
FRONT OF MIND | Article - 4 Min

Weekly market update – The dust settles slowly

Events have gone into overdrive since the failure of Silicon Valley Bank and Signature Bank. The weekend of 18/19 March...

NATHALIE BENATIA
| 23.03.2023
Graph of the week – An uneasy calm after the storm
FRONT OF MIND | Article - 3 Min

Graph of the week – An uneasy calm after the storm

Market measures of stress in the US and European banking sectors currently do not show signs of extreme investor concern....

ANDREW CRAIG
| 23.03.2023
Weekly market update – Staying the course
WEEKLY
MARKET UPDATE 16.03.2023
FRONT OF MIND | Article - 7 Min

Weekly market update – Staying the course

Markets this week have been gripped by apprehension over the potential fallout in the banking system from the abrupt end...

ANDREW CRAIG
| 16.03.2023
Ramping up the US-China chip rivalry: Who will suffer the most?
FRONT OF MIND | Article - 4 Min

Ramping up the US-China chip rivalry: Who will suffer the most?

In another turn of the screw in its ban on tech and chip exports to China, the US is proposing...

CHI LO
| 14.03.2023
Weekly market update – More policy and inflation complexity ahead
WEEKLY
MARKET UPDATE 09.03.2023
FRONT OF MIND | Article - 4 Min

Weekly market update – More policy and inflation complexity ahead

Uncertainty over how long it will take to tame inflation has kept the US Federal Reserve (Fed) and European Central...

CHI LO
| 09.03.2023
Weekly market update – The inflation beast remains unbeaten
WEEKLY
MARKET UPDATE 02.03.2023
FRONT OF MIND | Article - 3 Min

Weekly market update – The inflation beast remains unbeaten

Back in mid-January, all the talk was of when the US Federal Reserve would begin cutting interest rates – when...

DANIEL MORRIS
| 02.03.2023
Weekly market update – Broaden your horizons
WEEKLY
MARKET UPDATE 23.02.2023
FRONT OF MIND | Article - 5 Min

Weekly market update – Broaden your horizons

One development of note since the start of February has been the upward revision of the ‘terminal rate’ – the...

NATHALIE BENATIA
| 23.02.2023
Weekly market update – West/East divide
WEEKLY
MARKET UPDATE 16.02.2023
FRONT OF MIND | Article - 3 Min

Weekly market update – West/East divide

‘Stagflation’ – stubbornly high inflation and weakening economic growth – is the cause of a monetary policy dilemma for the...

CHI LO
| 16.02.2023

Weekly market update

Weekly market update – All clear?
WEEKLY
MARKET UPDATE 30.03.2023
FRONT OF MIND | Article - 2 Min

Weekly market update – All clear?

Markets appear to be breathing a sigh of relief after several weeks of turmoil in the US and European banking...

DANIEL MORRIS
| 30.03.2023
Weekly market update – The dust settles slowly
WEEKLY
MARKET UPDATE 23.03.2023
FRONT OF MIND | Article - 4 Min

Weekly market update – The dust settles slowly

Events have gone into overdrive since the failure of Silicon Valley Bank and Signature Bank. The weekend of 18/19 March...

NATHALIE BENATIA
| 23.03.2023
Weekly market update – Staying the course
WEEKLY
MARKET UPDATE 16.03.2023
FRONT OF MIND | Article - 7 Min

Weekly market update – Staying the course

Markets this week have been gripped by apprehension over the potential fallout in the banking system from the abrupt end...

ANDREW CRAIG
| 16.03.2023

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