Fixed Income: Navigating political turmoil
The slowing US economy should continue to weigh on employment and wages, helping inflation to trend lower and US Federal…
06/09/24
Portfolio perspectives
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White paper
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Article
Small caps – Attractive valuations...
There are valuation arguments in favour of European, Japanese and US small capitalisation stocks. For different reasons, favourable trends are…
06/09/24
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Article
Monthly Market Viewpoint – A...
The prospect of lower policy rates at the US Federal Reserve has given a fresh wind to equity markets. Most…
05/09/24
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Video
How do investors need to...
Arguably we are in a new world for fixed income. For the first time in a decade, bonds are back…
03/09/24
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White paper
Investing in megatrends with thematic...
New research from BNP Paribas Asset Management’s Quantitative Research Group delves into thematic investing strategies. These investments target the long-term megatrends…
29/08/24
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Podcast
Talking Heads – How to...
In this episode, CMO Pieter Oyens talks to Daniel Morris, Chief Market Strategist, about fixed maturity plans which allow investors…
26/08/24