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Inflation

Weekly market update – Staying the course
WEEKLY
MARKET UPDATE 16.03.2023
FRONT OF MIND | Article - 7 Min

Weekly market update – Staying the course

Markets this week have been gripped by apprehension over the potential fallout in the banking system from the abrupt end...

ANDREW CRAIG
| 16.03.2023
Weekly market update – More policy and inflation complexity ahead
WEEKLY
MARKET UPDATE 09.03.2023
FRONT OF MIND | Article - 4 Min

Weekly market update – More policy and inflation complexity ahead

Uncertainty over how long it will take to tame inflation has kept the US Federal Reserve (Fed) and European Central...

CHI LO
| 09.03.2023
Weekly market update – The inflation beast remains unbeaten
WEEKLY
MARKET UPDATE 02.03.2023
FRONT OF MIND | Article - 3 Min

Weekly market update – The inflation beast remains unbeaten

Back in mid-January, all the talk was of when the US Federal Reserve would begin cutting interest rates – when...

DANIEL MORRIS
| 02.03.2023
Weekly market update – Broaden your horizons
WEEKLY
MARKET UPDATE 23.02.2023
FRONT OF MIND | Article - 5 Min

Weekly market update – Broaden your horizons

One development of note since the start of February has been the upward revision of the ‘terminal rate’ – the...

NATHALIE BENATIA
| 23.02.2023
Long-term asset allocation – A different outlook
PORTFOLIO PERSPECTIVES | White paper - 4 Min

Long-term asset allocation – A different outlook

What a difference a year makes. At the start of 2022, the US S&P 500 index was trading at 22x...

KOYE SOMEFUN
| 22.02.2023
Weekly market update – West/East divide
WEEKLY
MARKET UPDATE 16.02.2023
FRONT OF MIND | Article - 3 Min

Weekly market update – West/East divide

‘Stagflation’ – stubbornly high inflation and weakening economic growth – is the cause of a monetary policy dilemma for the...

CHI LO
| 16.02.2023
Weekly market update – Markets race ahead, riding for a fall?
FRONT OF MIND | Article - 4 Min

Weekly market update – Markets race ahead, riding for a fall?

2023 to date has seen financial markets race higher. Valuations of equities, bonds and risky assets generally have rallied on...

ANDREW CRAIG
| 09.02.2023
What to look for when allocating assets in 2023
PORTFOLIO PERSPECTIVES | Podcast - 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
Weekly market update – False alarm?
WEEKLY
MARKET UPDATE 02.02.2023
FRONT OF MIND | Article - 3 Min

Weekly market update – False alarm?

One of the most consensual views recently had been that the US (and perhaps Europe) would enter recession at some...

DANIEL MORRIS
| 02.02.2023
Investment symposium – Macroeconomic themes for 2023
PORTFOLIO PERSPECTIVES | Article - 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...

Weekly market update – So many possible scenarios
WEEKLY
MARKET UPDATE 26.01.2023
FRONT OF MIND | Article - 3 Min

Weekly market update – So many possible scenarios

The surge in equities and fall in long-term bond yields in the first few weeks of January suggested that investors...

NATHALIE BENATIA
| 26.01.2023
Fixed income outlook - Sticky inflation
QUARTERLY
FIXED INCOME OUTLOOK Q1
PORTFOLIO PERSPECTIVES | Article - 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