BNP AM

The sustainable investor for a changing world

Search for

Filter by

Asset class

Economics

Geography

Investing

PODCASTS
EQUITIES
Currencies

Japan

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
Asset allocation update – Japanese equities lose some of their lustre
ASSET ALLOCATION
PORTFOLIO PERSPECTIVES | Blog - 1 Min

Asset allocation update – Japanese equities lose some of their lustre

A darkening global economic outlook, increasingly challenged policymaking, and fuller valuations have weakened the case for our long position in...

MAYA BHANDARI
| 27.10.2022
Asset allocation update – Adjusting the short in Japanese government bonds
ASSET ALLOCATION
PORTFOLIO PERSPECTIVES | Blog - 2 Min

Asset allocation update – Adjusting the short in Japanese government bonds

With global inflationary pressures building fast, we remain cautious  with regard to interest rate risk in sovereign debt generally but...

MAYA BHANDARI
| 16.05.2022
Asset allocation – No surprise!
ASSET ALLOCATION
PORTFOLIO PERSPECTIVES | Blog - 4 Min

Asset allocation – No surprise!

Tighter US monetary policy, rising (real) yields and a correction in growth stocks. None of this is really a surprise....

DANIEL MORRIS
+1 other(s)
| 10.02.2022