Graph of the Week What about earnings as 2025 beckons?
When it comes to equities, it’s (mostly) all about earnings, earnings, earnings. For several markets, little has changed in…
19/12/24
Search results
Insights 1758
-
Graph
-
Article
Weekly Market Update The pause that refreshes
Markets are oscillating between a ‘soft landing’ and a ‘no landing’ outlook for the US economy, but recent equity returns…
18/12/24
-
Podcast
Talking Heads Understanding Active ETFs
What are exchange-traded funds (ETFs)? How do they work and what are advantages do they offer? What’s behind the new…
17/12/24
-
Graph
Graph of the Week ECB does not pre-commit to rate cuts, but sounds dovish
As widely expected, the ECB cut its key policy rates by 25bp on 12 December, lowering the deposit rate to…
16/12/24
-
Article
Will the price of silver follow gold higher?
Gold has shone on the financial markets in 2024. Is investing in gold still relevant after such a rally? Is…
16/12/24
-
Article
The case for US growth stocks
We expect large growth stocks to continue to outperform other asset classes and the broader US equity market, even as…
12/12/24
-
Article
ESG goals, risk and returns A new framework to optimise equity portfolios
A new paper from BNP Paribas Asset Management, “Impact of ESG Objectives on a Portfolio”, recently published in The Journal…
12/12/24
-
Article
Weekly Market Update The year is almost over
The next two weeks will see the last monetary policy meetings of the year in the eurozone, the US, the…
11/12/24
-
Article
Monthly Market Viewpoint The voting is over. The uncertainty isnt
The US elections are done and dusted, boosting US equities (at least for now), but Treasury bond yields less so.…
10/12/24
-
Podcast
Talking Heads Discussing biodiversity loss, COP16, and our updated roadmap
Robert Alexandre Poujade, Biodiversity Lead, updates Andrew Craig, Co-head of the Investment Insights Centre, on the latest developments, including takeaways…
09/12/24