BNP AM

The sustainable investor for a changing world

Search for

Filter by

Asset class

Economics

Geography

Investing

Portfolio perspectives

Investment strategies and asset allocation

Featured

Talking Heads – Looking to Turkey for some investing delight
Portfolio perspectives | Podcast – 9:43 MIN

Talking Heads – Looking to Turkey for some investing delight

Robust domestic demand and a now sound and simplified monetary policy strengthen the investment case for Turkish assets in 2024….

HUSEYIN AKAR
+1 other(s)
| 26.02.2024

Latest

Dare to diversify
Portfolio perspectives | Article - 3 Min

Dare to diversify

‘Don’t put all your eggs in one basket’, or at least not too many eggs, is a widely known maxim....

FABIEN BENCHETRIT
| 21.02.2024
Talking Heads – Consider the ‘cushion’ of US investment-grade bonds
Portfolio perspectives | Podcast - 13:09 MIN

Talking Heads – Consider the ‘cushion’ of US investment-grade bonds

Investors with a penchant for yield and income should consider US investment-grade bonds, an asset class that stands to benefit...

YRIEIX DE JAMES
+1 other(s)
| 19.02.2024
ETF investing – How AI and 3D printing are shaping the future of healthcare
Portfolio perspectives | Article - 3 Min

ETF investing – How AI and 3D printing are shaping the future of healthcare

Genomic engineering is the manipulation of an organism's genes by introducing, eliminating or rearranging specific genes using the methods of...

Fixed Income Quarterly – Emerging market bonds: a return of flows
QUARTERLY
FIXED INCOME OUTLOOK Q1
Portfolio perspectives | Article - 4 Min

Fixed Income Quarterly – Emerging market bonds: a return of flows

Emerging market (EM) sovereign and corporate bonds saw a broad-based rally in the final months of 2023 as investors became...

ALAA BUSHEHRI
| 14.02.2024
Asset Allocation Monthly – An ‘immaculate’ base case
Portfolio perspectives | White paper - 4 Min

Asset Allocation Monthly – An ‘immaculate’ base case

Continued US ‘exceptionalism’, for both growth and inflation, is currently the broadly held base case scenario, also by us. It...

MAYA BHANDARI
+1 other(s)
| 13.02.2024
Talking Heads – A more nuanced look at Chinese equities
Portfolio perspectives | Podcast - 8:46 MIN

Talking Heads – A more nuanced look at Chinese equities

While developments in the Chinese economy are not rosy, they are not as bleak as some make them out to...

DAVID CHOA
+1 other(s)
| 12.02.2024
Fixed Income Quarterly – Corporate bonds: a brighter outlook as clouds lift
QUARTERLY
FIXED INCOME OUTLOOK Q1
Portfolio perspectives | Article - 3 Min

Fixed Income Quarterly – Corporate bonds: a brighter outlook as clouds lift

We expect global corporate bonds to be supported in 2024 by a soft landing in the major developed economies and...

CHRISTOPHE AUVITY
| 07.02.2024
Talking Heads – It is ‘more of the same’ for European high-yield bonds
Portfolio perspectives | Podcast - 11:49 MIN

Talking Heads – It is ‘more of the same’ for European high-yield bonds

Building on a solid performance in 2023, European high-yield bonds stand to do well in 2024 given favourable macroeconomic and...

OLIVIER MONNOYEUR
+1 other(s)
| 05.02.2024
Fixed Income Quarterly – Eurozone: Looking ahead to ECB action
QUARTERLY
FIXED INCOME OUTLOOK Q1
Portfolio perspectives | Article - 4 Min

Fixed Income Quarterly – Eurozone: Looking ahead to ECB action

Consumer and business confidence appear to be taking a turn for the better in the eurozone as inflation falls and...

JENNY YIU
| 30.01.2024

Talking heads

Talking Heads – Looking to Turkey for some investing delight
Portfolio perspectives | Podcast - 9:43 MIN

Talking Heads – Looking to Turkey for some investing delight

Robust domestic demand and a now sound and simplified monetary policy strengthen the investment case for Turkish assets in 2024....

HUSEYIN AKAR
+1 other(s)
| 26.02.2024
Talking Heads – Consider the ‘cushion’ of US investment-grade bonds
Portfolio perspectives | Podcast - 13:09 MIN

Talking Heads – Consider the ‘cushion’ of US investment-grade bonds

Investors with a penchant for yield and income should consider US investment-grade bonds, an asset class that stands to benefit...

YRIEIX DE JAMES
+1 other(s)
| 19.02.2024

Asset allocation

Asset Allocation Monthly – An ‘immaculate’ base case
Portfolio perspectives | White paper - 4 Min

Asset Allocation Monthly – An ‘immaculate’ base case

Continued US ‘exceptionalism’, for both growth and inflation, is currently the broadly held base case scenario, also by us. It...

MAYA BHANDARI
+1 other(s)
| 13.02.2024
Asset Allocation Monthly – Bonds rally; still cautious on equities
MONTHLY
ASSET ALLOCATION
Portfolio perspectives | Article - 6 Min

Asset Allocation Monthly – Bonds rally; still cautious on equities

Bond markets rallied sharply in November on the back of falling inflation and weak economic data, markedly benefiting our active...

MAYA BHANDARI
+1 other(s)
| 05.12.2023

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