Graph of the Week ECB is confident that inflation is heading to 2%
The European Central Bank cut its deposit facility rate by 25 basis points (bp) on 12 September, as widely expected.…
13/09/24
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Insights 1758
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Graph
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Article
The technology sector An update after the summer volatility
Volatility may be part and parcel of equity markets, but this summer’s swings stand out. The causes cited for the…
12/09/24
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White paper
Investing in megatrends with thematic and exchange-traded funds (part 2)
New research from BNP Paribas Asset Management’s Quant Research Group delves into thematic investing strategies. These approaches invest in the…
11/09/24
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Podcast
Talking Heads - Emerging market debt: Further to go after a strong run
Emerging market debt has had a strong run since the start of 2024 with positive performance across the universe of…
10/09/24
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Article
Weekly Market Update - A moment of confusion
After ending August at record highs, global stock markets fell in the first week of September. Investors reacted to worries…
09/09/24
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Graph
Graph of the Week Asia to benefit from US rate-cut cycle
Emerging Asia stands to benefit from cuts in US interest rates that now look increasingly likely and imminent. The region…
06/09/24
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Article
Small caps Attractive valuations and favourable prospects at home
There are valuation arguments in favour of European, Japanese and US small capitalisation stocks. For different reasons, favourable trends are…
06/09/24
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Article
Monthly Market Viewpoint A fresh wind
The prospect of lower policy rates at the US Federal Reserve has given a fresh wind to equity markets. Most…
05/09/24
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Article
Black Monday, 5 August 2024 Dj vu on 5 February 2018
One month on from the latest ‘Black Monday’, 5 August, investors might wonder whether the lessons from previous market shocks…
04/09/24
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Podcast
Talking Heads Inequality: why does it matter for investors?
Inequality may not be an obvious factor when assessing the prospects of a company. Yet, it is financially material, impacting…
03/09/24