Asset allocation monthly - Not...
The surge in equities and fall in long-term bond yields so far this year suggests investors have been buying into…
07/02/23
Portfolio perspectives
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White paper
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Podcast
Talking heads – Emerging market...
Given China‘s pivotal role as the world’s second-largest economy, its recent refocusing on lifting growth should be a tailwind for…
06/02/23
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Podcast
What to look for when...
Listen to our quarterly asset allocation podcast with global head of multi-asset Maya Bhandari and chief market strategist Daniel Morris.…
03/02/23
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Article
The low volatility anomaly –...
Half a century ago, it became clear that investing in higher risk equities is not necessarily rewarded with higher returns.…
31/01/23
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Podcast
Talking heads – Quantitative investing:...
Picking investable assets for a portfolio can be hard. Fundamental analysis focuses on what investors believe will happen in the…
30/01/23
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Article
Investment symposium – Macroeconomic themes...
At our annual Investment Symposium, investment teams from across BNP Paris Asset Management debated the macroeconomic themes with the potential…
26/01/23