In finance, you have to talk about the blue economy
Robert-Alexandre Poujade, ESG [1] analyst at BNP Paribas Asset Management, says that as awareness of the importance of the blue…
09/04/21
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Article
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Article
Chart of the week: US inflation risk and pricing power
The 150 basis point (bp) increase in US Treasury yields since June 2020 has not yet posed a problem for…
09/04/21
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Asset allocation monthly Ebb and flow
In our latest asset allocation monthly, we examine the critical issues investors should consider when fine-tuning portfolio allocations. The ebb…
08/04/21
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Weekly investment update Markets rally on strong data
Strong economic data over the last week in the US, Europe and Asia appears to be confirming the perception among…
07/04/21
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Article
Market weekly - Sustainability and resilience in volatile markets
At the end of the third week of lockdown across much of Europe, Daniel Morris, senior investment strategist, and Mark…
07/04/21
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Article
Mind the rebalancing gap
The 12 months ending 31 March 2021 saw the largest positive divergence in returns between global equities and bonds in…
06/04/21
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Article
Diversifying credit portfolios with multi-factor strategies
Combining multi-factor investing with traditional active credit management offers investors scope to benefit from diversification. Over the past decade the…
01/04/21
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Article
Weekly investment update reflation trade on hold
Valuations of risk assets have marked a pause in the face of a number of headwinds. In our view, valuations…
31/03/21
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Podcast
Market weekly Strong fundamentals underpin Asian equities (podcast)
Asian equities rode high early in the year amid optimism over the recovery in China, the new US administration and…
29/03/21
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Article
Asian equities inspire confidence, even after volatile quarter
Asian equities peaked twice in the first quarter amid optimism over the recovery in China, the prospect of improved relations…
29/03/21