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…
02/02/23
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Insights 1776
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Article
An outlook for the sustainable bond market
After a muted year for sustainable bonds in 2022, there are indications that the outlook for 2023 is more upbeat.…
02/02/23
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Article
The low volatility anomaly Still going strong after 50 years
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: using facts for security selection
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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Chinas structural growth - From opportunities to challenges with risks
After more than 40 years of economic reforms, China is arguably moving from an era of growth opportunities to one…
27/01/23
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Article
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…
26/01/23
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Graph of the week Monetary policy - ECB has further to go than the Federal Reserve
Our graph of the week shows that financial markets continue to price a much higher ECB policy rate a year…
26/01/23
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Article
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…
26/01/23
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White paper
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.…
25/01/23
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Article
Sustainability What to look for in 2023?
Environmental, social and geopolitical crises made 2022 an eventful year, with much of the focus on energy (security) and extreme…
24/01/23