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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...

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
Talking heads – Make way, greenback, it is time for the euro and the yen
PORTFOLIO PERSPECTIVES | Audio - 7:59 MIN

Talking heads – Make way, greenback, it is time for the euro and the yen

In what can be expected to still be volatile currency markets, the US dollar looks set to lose further ground...

JOHN BRADLEY
+1 other(s)
| 16.01.2023
Renminbi internationalisation – The petro-yuan and the role of gold
FRONT OF MIND | Blog - 4 Min

Renminbi internationalisation – The petro-yuan and the role of gold

If Saudi Arabia decides to trade its oil with China in renminbi rather than US dollars, it would add momentum...

CHI LO
| 06.01.2023
Hong Kong dollar peg stress-tested – again
FRONT OF MIND | Blog - 5 Min

Hong Kong dollar peg stress-tested – again

Is the Hong Kong-US dollar peg – the Linked Exchange Rate System (LERS) – truly sustainable? It’s once again being...

CHI LO
| 13.12.2022
Crypto’s contagious effect on equities
PORTFOLIO PERSPECTIVES | Blog - 3 Min

Crypto’s contagious effect on equities

The increasing correlation between cryptocurrency trading and equity markets – especially in Asia – could be contagious. Large crypto losses...

CHI LO
| 09.11.2022
A fireside chat about the renminbi – How far will it fall?
FRONT OF MIND | Blog - 4 Min

A fireside chat about the renminbi – How far will it fall?

In recent weeks, the renminbi has depreciated significantly against the US dollar. Chi Lo, our senior market strategist in Hong...

CHI LO
| 24.05.2022
A fireside chat about the Hong Kong dollar as it revisits 7.85
FRONT OF MIND | Blog - 3 Min

A fireside chat about the Hong Kong dollar as it revisits 7.85

For the first time since 2019, the Hong Kong dollar (HKD) has fallen to the lower end of the Convertibility-Undertaking...

CHI LO
| 17.05.2022
The renminbi’s creeping internationalisation
FRONT OF MIND | Blog - 5 Min

The renminbi’s creeping internationalisation

China has recently revived talks with Saudi Arabia on settling some oil trades in renminbi in a move that many...

CHI LO
| 13.04.2022
ESG boost is flipside to China’s ban on bitcoin
FRONT OF MIND | Blog - 4 Min

ESG boost is flipside to China’s ban on bitcoin

China is cracking down on bitcoin in a bid to overcome problems such as power shortages, climate control, financial disruption...

CHI LO
| 06.10.2021
The inherent risks of crypto currencies – When bitcoin meets China’s CBDC
FRONT OF MIND | Blog - 8 Min

The inherent risks of crypto currencies – When bitcoin meets China’s CBDC

Increasing regulatory control, due to central banks protecting their economic policy sovereignty and national governments seeking to control climate change,...

CHI LO
| 21.05.2021
Equity market drivers – Passing the baton
PORTFOLIO PERSPECTIVES | Blog - 4 Min

Equity market drivers – Passing the baton

Equity markets have gained from the drop in interest rates engineered by central banks as well as large-scale government aid...

CHRISTOPHE MOULIN
+1 other(s)
| 04.05.2021