Weekly market update – False...
One of the most consensual views recently had been that the US (and perhaps Europe) would enter recession at some…
02/02/23
Inflation
-
-
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
-
Article
Weekly market update – So...
The surge in equities and fall in long-term bond yields in the first few weeks of January suggested that investors…
26/01/23
-
White paper
Fixed income outlook - Sticky...
The latest data suggests that the US economy is headed towards a period of below-trend growth, if not outright recession.…
25/01/23
-
Article
Weekly market update – An...
Financial markets have begun 2023 with a spring in their step. US inflation data has been interpreted positively. Bond yields…
19/01/23
-
White paper
Asset allocation monthly – The...
There are a handful of key judgements that matter for the year ahead. We identify four: Probability and depth of…
16/01/23