The outlook for traditional 60-40 portfolios has improved now that bonds have reasserted their value as an investment asset following…
22/01/24
Private capital has a vital role to play in achieving net zero goals. In this paper we look at infrastructure…
19/01/24
In our view, there are good grounds for believing that China’s monetary transmission mechanism has lost effectiveness since the pandemic.…
19/01/24
Financial markets ended 2023 reckoning with an 80% probability that, starting in March, US interest rates would be cut five…
18/01/24
In this paper, Impax Asset Management, a delegated manager of BNP Paribas Asset Management, discusses the fundamental drivers of the global…
17/01/24
Investors continue to pore over each US economic data release searching for any signs that could suggest either the US…
17/01/24
2023 was a tough year for healthcare investing, resulting in the sector lagging the broader indices by the widest margin…
16/01/24
We published the first iteration of our Global Sustainability Strategy (GSS) in 2019. It laid the foundations for the implementation…
15/01/24
The rally in markets over the last month has largely been driven by the view of a “soft landing” in…
12/01/24
Following the US Federal Reserve’s (Fed) mid-December meeting and publication of a new ‘dot plot’ showing the Federal Open Market…
11/01/24
