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Our latest regular features, outlooks and reports
Talking heads
FORWARD THINKING | Audio – 2 Min
Talking heads – Be wary of wilting growth and mindful of green shoots
Thematic environmental strategies face countervailing forces in the near term. Support may come from the ‘green shoots’ of the recent…
PORTFOLIO PERSPECTIVES | Audio – 2 Min
Talking heads – Carry is king after ‘annus horribilis’ in fixed income
While many bond investors have felt the earth move under the feet this year as the asset class experienced the…
FORWARD THINKING | Multiformat – 2 Min
Talking heads – Committing to net zero as an asset manager
As part of its contribution to the low carbon energy transition, BNP Paribas Asset Management is taking action and implementing…
Weekly market update
WEEKLY
MARKET UPDATE 24.11.2022
MARKET UPDATE 24.11.2022
FRONT OF MIND | Blog - 4 Min
Weekly market update – Downshifting in December?
A remarkably rapid tightening of monetary policy by leading central banks has been the dominant theme for financial markets in...
WEEKLY
MARKET UPDATE 17.11.2022
MARKET UPDATE 17.11.2022
FRONT OF MIND | Blog - 4 Min
Weekly market update - Christmas before Thanksgiving
Since the 10 November release of the latest US consumer price index, bond yields have fallen and equities have risen....
WEEKLY
MARKET UPDATE 10.11.2022
MARKET UPDATE 10.11.2022
FRONT OF MIND | Blog - 2 Min
Weekly market update – The rate of deceleration
Central banks are raising policy rates to reduce aggregate demand and bring it back in line with the productive capacity...
Monthly asset allocation
MONTHLY
ASSET ALLOCATION
ASSET ALLOCATION
PORTFOLIO PERSPECTIVES | Blog - 2 Min
Asset allocation update – Lessons from this earnings cycle
After the latest earnings season analysts are marking down their earnings expectations in areas including the US and emerging Asia....
MONTHLY
ASSET ALLOCATION
ASSET ALLOCATION
PORTFOLIO PERSPECTIVES | Blog - 5 Min
The pivot is here; adding to EU credit and US equities
Central bank policy rates are priced to reach 5.0-5.5% in the US and 2.75% in Europe by mid-2023. Forward real...
MONTHLY
ASSET ALLOCATION
ASSET ALLOCATION
PORTFOLIO PERSPECTIVES | Blog - 1 Min
Asset allocation update – Japanese equities lose some of their lustre
A darkening global economic outlook, increasingly challenged policymaking, and fuller valuations have weakened the case for our long position in...
Outlooks
PORTFOLIO PERSPECTIVES | Multiformat - 1 Min
Talking heads – Asset allocation and the outlook for 2023
Slower growth (and eventually, lower rates of inflation) will likely come in 2023 thanks to restrictive central bank monetary policy....
PORTFOLIO PERSPECTIVES | Multiformat - 1 Min
Video – Caution to prevail on risk assets in 2023
Watch our video with Daniel Morris, chief market strategist, and global head of multi-asset Maya Bhandari as they discuss the...
QUARTERLY
FIXED INCOME OUTLOOK Q4
FIXED INCOME OUTLOOK Q4
PORTFOLIO PERSPECTIVES | Blog - 14 Min
Fixed income outlook – The pressure is on
The US is facing slowing, but still strong demand and large negative supply shocks. We expect policy rates at between...