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Article

Portfolio perspectives

Identifying potential equity winners in...

China enters 2026 – the Year of the Horse – on a firm footing after a notable rebound in 2025.…

By David Choa

15/12/25
Article

Portfolio perspectives

Multi-asset portfolios - Striking the...

Our latest paper “Multi-Asset Portfolios with Active and Passive Funds: A Robust Portfolio Optimization Framework” introduces a practical and scalable…

By BNP Paribas Asset Management

10/12/25
Article

Portfolio perspectives

Choosing between physical and synthetic...

Exchange-traded funds aim to provide investors with a simple, cost-effective way to invest in assets such as stocks, bonds, or…

By Paul Xatard-Huberlant

08/12/25
Podcast

Portfolio perspectives

Emerging market debt likely to...

Emerging markets are generally in good shape, providing a supportive backdrop for EM bonds, in particular those in local currencies.…

By Alaa Bushehri & other authors

05/12/25
Article

Portfolio perspectives

The recent surge of active...

Active exchange-traded funds (ETFs) have seen exponential growth in recent years as investor interest spread from the US to Europe,…

By Daniel Dornel & other authors

03/12/25
Article

Portfolio perspectives

Bubble trouble

Equity markets are rebounding from the latest AI-bubble fear sell-off. While this will almost certainly not be the last time…

By Daniel Morris

03/12/25