Given the uncertainty over inflation, protection matters
The economic outlook for 2026 appears to be in equilibrium. Inflation is close to the targets set by the main…
23/01/26
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Insights 1776
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Article
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Podcast
The AI angle to Indian equities
There were multiple reasons why Indian equities underperformed the rest of emerging markets in 2025 – one being the absence…
23/01/26
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Article
Euro credit update Issuer selection will be key this year
After stronger-than-expected demand for credit in 2025, markets again look likely be able to handle an increase in new issuance…
22/01/26
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Video
Multi-Asset Views Eurozone equities have "more short-term potential"
Diversified multi-asset portfolios look set for attractive returns in 2026. The US continues to benefit from a balanced ‘Goldilocks’ economy…
22/01/26
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Article
So far, only uncertainty is coming up trumps
The year has only just begun, yet it has already brought numerous surprises. These have done nothing to calm a…
21/01/26
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Video
Navigating volatility: Absolute Return Bond Strategy Outlook for 2026
Following strong performance in 2025, BNP Asset Management’s global absolute return bond strategy enters 2026 with a supportive market backdrop.…
19/01/26
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Article
Absolute return bond strategies: positive signs for 2026
Following strong performance in 2025, the BNP Paribas Asset Management global absolute return bond strategy is set to benefit from…
19/01/26
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Article
World Bank lifts global GDP forecast; US inflation holds steady
The global economy is proving more resilient than expected despite persistent tensions over trade and policy uncertainty, according to the…
19/01/26
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Article
Game of thrones (and oil and chips)
I listened to a podcast last week that opened with the statement: “What a year last week was.” There has…
16/01/26
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Podcast
In focus: Active and ESG ETF rebound towards year end
Daniel Dornel, Head of ETF Research, and Chief Market Strategist Daniel Morris discuss the latest trends in investing using exchange-traded…
16/01/26