BNP AM

The sustainable investor for a changing world

Search for

Filter by

Asset class

Economics

Geography

Investing

PODCASTS
EQUITIES
Currencies

Global

Talking heads – Asset allocation and the outlook for 2023
PORTFOLIO PERSPECTIVES | Audio - 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 | Video - 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
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
Has the energy transition narrative shifted?
FORWARD THINKING | Blog - 1 Min

Has the energy transition narrative shifted?

In response to the Russian invasion, a number of European countries have argued for speeding up the energy transition. Germany,...

ULRIK FUGMANN
+1 other(s)
| 09.03.2022
Fixed income outlook - Fed playing catch-up
QUARTERLY
FIXED INCOME OUTLOOK Q1
PORTFOLIO PERSPECTIVES | Blog - 2 Min

Fixed income outlook - Fed playing catch-up

How do the Federal Reserve’s forecasts for the US economy compare with its – modest – projections for the fed...

OLIVIER DE LAROUZIERE
+1 other(s)
| 24.01.2022
Fixed income highlights - Policy divergence
PORTFOLIO PERSPECTIVES | Blog - 4 Min

Fixed income highlights - Policy divergence

In our fixed income outlook, we contrast the Federal Reserve’s forecasts for the US economy against its – modest –...

OLIVIER DE LAROUZIERE
+1 other(s)
| 24.01.2022
Market weekly – Convertible bonds: multi-functional and flexible capital (read or listen)
PORTFOLIO PERSPECTIVES | Audio - 4 Min

Market weekly – Convertible bonds: multi-functional and flexible capital (read or listen)

Convertible bonds are hybrid instruments combining bond and equity characteristics. As a result, they offer some equity upside, but with...

SKANDER CHABBI
| 11.10.2021
Summer quiz – Ten questions on the ‘code red’ climate crisis
FORWARD THINKING | Blog - 2 Min

Summer quiz – Ten questions on the ‘code red’ climate crisis

The latest report on climate change includes a stark warning that action is needed now to try to contain human-induced...

Diversifying credit portfolios with multi-factor strategies
PORTFOLIO PERSPECTIVES | Blog - 2 Min

Diversifying credit portfolios with multi-factor strategies

Combining multi-factor investing with traditional active credit management offers investors scope to benefit from diversification. Over the past decade the...

Introducing new ESG and carbon footprint reporting
FORWARD THINKING | Video - 1 Min

Introducing new ESG and carbon footprint reporting

BNP Paribas Asset Management is introducing new performance metrics on sustainability questions to boost the transparency of its reporting to...

JANE AMBACHTSHEER
| 19.02.2021
Chart of the week – 2020 market wrap
FRONT OF MIND | Blog - 2 Min

Chart of the week – 2020 market wrap

The extraordinary sequence of events that unfolded in 2020 from virus outbreak to lockdowns, then from large-scale stimulus to vaccines,...

Light at the end of the tunnel for multi-factor equity investing?
PORTFOLIO PERSPECTIVES | Blog - 5 Min

Light at the end of the tunnel for multi-factor equity investing?

Multi-factor equity investing has underperformed in 2020 as a small number of growth stocks left the peleton far behind. Daniel...

DANIEL MORRIS
| 07.12.2020