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Our latest regular features, outlooks and reports

Talking heads

Talking heads – Be wary of wilting growth and mindful of green shoots
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…

EDWARD LEES
+1 other(s)
| 21.11.2022
Talking heads – Carry is king after ‘annus horribilis’ in fixed income
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…

ARNAUD-GUILHEM LAMY
+1 other(s)
| 14.11.2022
Talking heads – Committing to net zero as an asset manager
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…

THIBAUD CLISSON
+1 other(s)
| 08.11.2022

Weekly market update

Weekly market update – Downshifting in December?
WEEKLY
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...

ANDREW CRAIG
| 24.11.2022
Weekly market update - Christmas before Thanksgiving
WEEKLY
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....

NATHALIE BENATIA
| 17.11.2022
Weekly market update – The rate of deceleration
WEEKLY
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...

DANIEL MORRIS
| 10.11.2022

Monthly asset allocation

Asset allocation update – Lessons from this earnings cycle
MONTHLY
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....

MAYA BHANDARI
| 21.11.2022
The pivot is here; adding to EU credit and US equities
MONTHLY
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...

MAYA BHANDARI
+1 other(s)
| 02.11.2022
Asset allocation update – Japanese equities lose some of their lustre
MONTHLY
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...

MAYA BHANDARI
| 27.10.2022

Outlooks

Talking heads – Asset allocation and the outlook for 2023
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....

MAYA BHANDARI
+1 other(s)
| 22.11.2022
Video – Caution to prevail on risk assets in 2023
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...

MAYA BHANDARI
+1 other(s)
| 22.11.2022
Fixed income outlook – The pressure is on
QUARTERLY
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...

OLIVIER DE LAROUZIERE
+1 other(s)
| 25.10.2022

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