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Asset allocation monthly - Not so fast
ASSET ALLOCATION
PORTFOLIO PERSPECTIVES | Blog – 6 Min

Asset allocation monthly – Not so fast

The surge in equities and fall in long-term bond yields so far this year suggests investors have been buying into…

Latest

Talking heads – Emerging market equities: it’s all eyes on the Chinese consumer
PORTFOLIO PERSPECTIVES | Audio - 10:39 MIN

Talking heads – Emerging market equities: it’s all eyes on the Chinese consumer

Given China‘s pivotal role as the world’s second-largest economy, its recent refocusing on lifting growth should be a tailwind for...

ZHIKAI CHEN
+1 other(s)
| 06.02.2023
What to look for when allocating assets in 2023
PORTFOLIO PERSPECTIVES | Audio - 8:43 MIN

What to look for when allocating assets in 2023

Listen to our quarterly asset allocation podcast with global head of multi-asset Maya Bhandari and chief market strategist Daniel Morris....

MAYA BHANDARI
+1 other(s)
| 03.02.2023
The low volatility anomaly – Still going strong after 50 years
PORTFOLIO PERSPECTIVES | Blog - 3 Min

The low volatility anomaly – Still going strong after 50 years

Half a century ago, it became clear that investing in higher risk equities is not necessarily rewarded with higher returns....

Talking heads – Quantitative investing: using facts for security selection
PORTFOLIO PERSPECTIVES | Audio - 18:14 MIN

Talking heads – Quantitative investing: using facts for security selection

Picking investable assets for a portfolio can be hard. Fundamental analysis focuses on what investors believe will happen in the...

FREDERIC ABERGEL
+1 other(s)
| 30.01.2023
Investment symposium – Macroeconomic themes for 2023
PORTFOLIO PERSPECTIVES | Blog - 5 Min

Investment symposium – Macroeconomic themes for 2023

At our annual Investment Symposium, investment teams from across BNP Paris Asset Management debated the macroeconomic themes with the potential...

Fixed income outlook - Sticky inflation
QUARTERLY
FIXED INCOME OUTLOOK Q1
PORTFOLIO PERSPECTIVES | Blog - 10 Min

Fixed income outlook - Sticky inflation

The latest data suggests that the US economy is headed towards a period of below-trend growth, if not outright recession....

OLIVIER DE LAROUZIERE
+1 other(s)
| 25.01.2023
Talking heads – There is a reasonable alternative: mortgage bonds
PORTFOLIO PERSPECTIVES | Audio - 13:10 MIN

Talking heads – There is a reasonable alternative: mortgage bonds

After a bright start, US mortgage-backed securities face a sunnier year in which this fixed income asset class could reverse...

JOHN CAREY
+1 other(s)
| 23.01.2023
Multi-asset update: Shifting out of neutral on the yen ahead of more BoJ tests
PORTFOLIO PERSPECTIVES | Blog - 1 Min

Multi-asset update: Shifting out of neutral on the yen ahead of more BoJ tests

We have shifted to a modest long position in the Japanese yen against the euro in our multi-asset portfolios. The...

MAYA BHANDARI
| 20.01.2023
Video – Identifying the four factors for 2023 asset allocations
PORTFOLIO PERSPECTIVES | Video - 7:22 MIN

Video – Identifying the four factors for 2023 asset allocations

Watch this quarterly video with Maya Bhandari, global head of multi-asset, and chief market strategist Daniel Morris as they discuss...

MAYA BHANDARI
+1 other(s)
| 20.01.2023

Talking heads

Talking heads – Emerging market equities: it’s all eyes on the Chinese consumer
PORTFOLIO PERSPECTIVES | Audio - 10:39 MIN

Talking heads – Emerging market equities: it’s all eyes on the Chinese consumer

Given China‘s pivotal role as the world’s second-largest economy, its recent refocusing on lifting growth should be a tailwind for...

ZHIKAI CHEN
+1 other(s)
| 06.02.2023
What to look for when allocating assets in 2023
PORTFOLIO PERSPECTIVES | Audio - 8:43 MIN

What to look for when allocating assets in 2023

Listen to our quarterly asset allocation podcast with global head of multi-asset Maya Bhandari and chief market strategist Daniel Morris....

MAYA BHANDARI
+1 other(s)
| 03.02.2023

Asset allocation

Asset allocation monthly - Not so fast
ASSET ALLOCATION
PORTFOLIO PERSPECTIVES | Blog - 6 Min

Asset allocation monthly - Not so fast

The surge in equities and fall in long-term bond yields so far this year suggests investors have been buying into...

Video – Identifying the four factors for 2023 asset allocations
PORTFOLIO PERSPECTIVES | Video - 7:22 MIN

Video – Identifying the four factors for 2023 asset allocations

Watch this quarterly video with Maya Bhandari, global head of multi-asset, and chief market strategist Daniel Morris as they discuss...

MAYA BHANDARI
+1 other(s)
| 20.01.2023

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