Weekly Market Update Almost as good as it getsbut will it last?
With conditions in the US economy almost as good as it gets, markets have dialled back their expectations on the…
25/01/24
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Insights 1776
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Article
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Article
The case for US small-cap stocks in 2024
Although US small-cap stocks joined the extraordinary rally in the final quarter of 2023, many small caps continue to trade…
24/01/24
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Article
Fixed Income Quarterly Crosscurrents in the US outlook
For 2024, we foresee several crosscurrents that could influence the outlook for US growth and inflation. Before we discuss those,…
23/01/24
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Podcast
Talking Heads The newly found appeal of bonds in longer-term asset allocations
The outlook for traditional 60-40 portfolios has improved now that bonds have reasserted their value as an investment asset following…
22/01/24
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Article
Infrastructure debt: financing a sustainable future
Private capital has a vital role to play in achieving net zero goals. In this paper we look at infrastructure…
19/01/24
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Article
Chinas central bank needs to ease more aggressively and for longer
In our view, there are good grounds for believing that China’s monetary transmission mechanism has lost effectiveness since the pandemic.…
19/01/24
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Article
Weekly Market Update: A resolution for the New Year Easier monetary policy, rather than 'tighter for longer'
Financial markets ended 2023 reckoning with an 80% probability that, starting in March, US interest rates would be cut five…
18/01/24
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White paper
Investing in a critical global resource: water
In this paper, Impax Asset Management, a delegated manager of BNP Paribas Asset Management, discusses the fundamental drivers of the global…
17/01/24
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Graph
Chart of the week - No signs of any significant deterioration in the US labour market
Investors continue to pore over each US economic data release searching for any signs that could suggest either the US…
17/01/24
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Article
Healthcare investing - 2024 outlook brighter on compelling valuations and easing headwinds
2023 was a tough year for healthcare investing, resulting in the sector lagging the broader indices by the widest margin…
16/01/24