Picking investable assets for a portfolio can be hard. Fundamental analysis focuses on what investors believe will happen in the…
30/01/23
After more than 40 years of economic reforms, China is arguably moving from an era of growth opportunities to one…
27/01/23
At our annual Investment Symposium, investment teams from across BNP Paris Asset Management debated the macroeconomic themes with the potential…
26/01/23
Our graph of the week shows that financial markets continue to price a much higher ECB policy rate a year…
26/01/23
The surge in equities and fall in long-term bond yields in the first few weeks of January suggested that investors…
26/01/23
The latest data suggests that the US economy is headed towards a period of below-trend growth, if not outright recession.…
25/01/23
Environmental, social and geopolitical crises made 2022 an eventful year, with much of the focus on energy (security) and extreme…
24/01/23
After a bright start, US mortgage-backed securities face a sunnier year in which this fixed income asset class could reverse…
23/01/23
We have shifted to a modest long position in the Japanese yen against the euro in our multi-asset portfolios. The…
20/01/23
Watch this quarterly video with Maya Bhandari, global head of multi-asset, and chief market strategist Daniel Morris as they discuss…
20/01/23
