Multi-Asset Investments Views: Midnight oil
By Clément Dupire, Senior Multi-Asset Portfolio Manager, BNP Paribas Asset Management SpaceX’s initial public offering saw the company valued…
30/06/26
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Insights 1776
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Article
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Article
The sovereignty challenge: Investment opportunities in a fragmented world
By Ulrik Fugmann and Edward Lees, Co-Heads of the Environmental Strategies Group, and Portfolio Manager, Lazare Hounhouayenou In today’s…
30/06/26
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Article
Take Two: US GDP revised up
The world of finance in two minutes. This week: The US economy expanded faster than expected in the first quarter…
29/06/26
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Infographic
Structural growth boosting the defence sector
NATO and other allied countries are boosting their defence spending to achieve strategic autonomy and upgrade related technologies. As a…
26/06/26
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Article
View from the markets: Consumer watch
Oil prices dropped far more quickly than many analysts expected following the announcement of the Memorandum of Understanding between the…
26/06/26
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Podcast
US high yield: Resilience against interest rate and spread volatility
The US high yield market has weathered recent market turbulence well, but selectivity is becoming increasingly paramount. Jack Stephenson, Senior…
26/06/26
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Article
Take Two: Stocks rise ahead of Middle East peace deal
The world of finance in two minutes. This week: Global stocks reached record highs last week in expectation of the…
22/06/26
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Article
View from the markets: Space oddity
The current peace deal may be fragile, but markets need it to be genuine. If inflation and interest rate risk…
19/06/26
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Article
Clean energy investment: Balancing energy security with net zero
By Nadia Grant, Head of Investment Team, Global Equity, Edward Lees, Co-Head of the Environmental Strategies Group. WATCH VIDEO: In…
18/06/26
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Podcast
Cheaper, smarter and ever broader uses: AI offers a long growth runway
Artificial intelligence (AI) models continue to get smarter and cheaper, spurring adoption and expanding the total addressable market. Pamela Hegarty…
18/06/26