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

Thematic investing – Alchemy or the one-solution mix
Portfolio perspectives | Video – 8:29 MIN

Thematic investing – Alchemy or the one-solution mix

In this Thematic Investing video, our experts discuss the ins and outs of impact investing, how it relates to sustainable…

JANE AMBACHTSHEER
+1 other(s)
| 06.12.2023

Latest

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
Talking Heads – New realities for investors in 2024
Portfolio perspectives | Podcast - 11:40 MIN

Talking Heads – New realities for investors in 2024

In this episode of our Talking Heads podcast, Andrew Craig, Co-head of the Investment Insight Centre, and Daniel Morris, Chief...

ANDREW CRAIG
+1 other(s)
| 04.12.2023
Thematic investing – Innovation, disruption and sustainability
Portfolio perspectives | Video - 9:40 MIN

Thematic investing – Innovation, disruption and sustainability

In this Thematic Investing video, our experts discuss the potential of companies enabling or adopting innovative technologies and business models...

Research paper - Investment frameworks for a net zero pathway
Portfolio perspectives | White paper - 8 Min

Research paper - Investment frameworks for a net zero pathway

Our paper, “Aligning investments with the Paris Agreement – Frameworks  for a net zero pathway”, explores various strategies for institutional...

Talking Heads – Investment opportunities in Asian environmental markets
Portfolio perspectives | Podcast - 11:45 MIN

Talking Heads – Investment opportunities in Asian environmental markets

As elsewhere, in Asia the environmental challenges created by climate change are driving a search for new ways of living...

OSCAR YANG
+1 other(s)
| 27.11.2023
Thematic investing – A sustainable framework for fixed income
Portfolio perspectives | Video - 16:16 MIN

Thematic investing – A sustainable framework for fixed income

In this Thematic Investing video, three of our experts discuss our approach to sustainability-related investing in fixed income markets.   ...

Talking Heads – Listed equities and the shift to a sustainable economy
Portfolio perspectives | Podcast - 14:32 MIN

Talking Heads – Listed equities and the shift to a sustainable economy

How can investors invest in listed equities benefiting from the transition to a more sustainable economy? What are some of...

HUBERT AARTS
+1 other(s)
| 20.11.2023
Talking Heads – Global emerging markets: adjusting to slower Chinese growth
Portfolio perspectives | Podcast - 13:49 MIN

Talking Heads – Global emerging markets: adjusting to slower Chinese growth

Among Asian emerging market (EM) equities, many investors have focused this year on what they see as an unusually lacklustre...

ZHIKAI CHEN
+1 other(s)
| 13.11.2023
Thematic investing – The practical guide to sustainable equity investing
Portfolio perspectives | Video - 19:36 MIN

Thematic investing – The practical guide to sustainable equity investing

Among the megatrends, sustainability takes a central place. How to invest in this theme? In this Thematic Investing video, three...

JANE AMBACHTSHEER
| 07.11.2023

Talking heads

Talking Heads – New realities for investors in 2024
Portfolio perspectives | Podcast - 11:40 MIN

Talking Heads – New realities for investors in 2024

In this episode of our Talking Heads podcast, Andrew Craig, Co-head of the Investment Insight Centre, and Daniel Morris, Chief...

ANDREW CRAIG
+1 other(s)
| 04.12.2023
Talking Heads – Investment opportunities in Asian environmental markets
Portfolio perspectives | Podcast - 11:45 MIN

Talking Heads – Investment opportunities in Asian environmental markets

As elsewhere, in Asia the environmental challenges created by climate change are driving a search for new ways of living...

OSCAR YANG
+1 other(s)
| 27.11.2023

Asset allocation

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
Asset Allocation Video – “Easily skewed towards weaker economic growth”
Portfolio perspectives | Video - 9:10 MIN

Asset Allocation Video – “Easily skewed towards weaker economic growth”

Market views on the economic outlook have been volatile this year: they have swung from concerns over recession to hopes...

MAYA BHANDARI
+1 other(s)
| 17.10.2023

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