Talking Heads Tariff turmoil clouds Europes economic outlook
A newly re-energised Europe, lifted by more concerted efforts to address lacklustre growth faces a fresh blow as US plans…
11/04/25
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Podcast
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Infographic
The investment case for a vital resource: water
Why water? It is an investment theme presaging decades of growth. There are powerful drivers: demand from food production to…
10/04/25
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Article
Weekly Market Update Turmoil as US tariffs take effect
Donald Trump has followed through on the ‘Liberation Day’ tariffs. There was no last-minute reprieve from the White House, so…
09/04/25
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White paper
ETF Watch April 2025
March was another strong month for UCITS ETF flows, attracting over €24 billion of inflows. Continuing February’s trend, European Equities…
09/04/25
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Article
Trumps tariffs Initial thoughts on China and Asia
A broad and undulating US framework of tariffs on imports into the world’s largest economy has hit exporters around the…
08/04/25
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Podcast
Talking Heads The case for long-short convertibles in volatile times
A popular investment strategy targeting market-neutral exposure involves an overweight exposure to convertible bonds in combination with an underweight in…
08/04/25
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Article
Trumps tariffs A paradigm change
In the absence of major revisions, the latest US import tariffs are a stagflationary shock for the US economy, potentially…
07/04/25
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Article
Exchange-traded funds What is going on?
Lorraine Sereyjol-Garros, Head of ETF and Index Development at BNP Paribas Asset Management, talks about the latest trends in the…
04/04/25
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Podcast
Talking Heads Emerging markets and US tariffs: opening gambit or torpedo?
What do the latest import tariff announcements from the Trump administration mean for emerging economies and companies around the world?…
04/04/25
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Article
Weekly Market Update Anticipation
Investors have been on tenterhooks ahead of news on the Trump administration’s latest tariff salvo. But looking beyond the headlines,…
02/04/25