Market weekly Fixed income: 2021 reflation trade, where art thou? (read or listen)
In mid-June, Fed Chair Jay Powell pulled the rug from beneath the reflation trade by suggesting current inflation pressures were…
12/07/21
Search results
Insights 1758
-
Article
-
Article
Asset allocation video Dots matter
Market expectations for strong economic growth and still generous fiscal and monetary policies should underpin risky assets in the second…
09/07/21
-
Article
How can we tackle the effects of air pollution on human health?
The quality of the air we breathe can have a significant impact on our health. Alex Bernhardt explores the climate…
08/07/21
-
Article
Mid-year outlook 2021 The next phase
Investors’ views on the outlook for growth have gone from acceleration to anticipation of the coming peak, while on inflation,…
07/07/21
-
Article
Weekly investment update Wake me up in Jackson Hole?
Stronger economic data is now being interpreted as a sign that growth may soon be peaking. This view is reflected…
07/07/21
-
Article
Asset allocation highlights A challenge to the reflation trade
Our medium-term scenario continues to favour risk and equities, given the fundamental factors and economic policy support. This is an…
07/07/21
-
Article
Asset allocation monthly - Dots matter
With economies reopening more and more and loose fiscal and monetary policy continuing to underpin the post-pandemic recovery (notably in…
07/07/21
-
Podcast
Market weekly Infra debt: Investing in the backbone (read or listen)
While many parts of the economy had to shut down as the coronavirus pandemic raged, the lights stayed on, water…
05/07/21
-
Article
Sustainability Investors must be stewards
BNP Paribas Asset Management regards active stewardship as an essential part of its role as a ‘Future Maker’ and a…
01/07/21
-
Article
Weekly investment update Waiting for the summer
As economies reopen, stronger economic data demonstrates that the cyclical recovery is progressing well. Signs of an intensifying spread of the Delta…
30/06/21