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Portfolio perspectives

Investment Outlook – Asset class...

Investors will need to be flexible and selective in 2026 as markets adapt to greater economic fragmentation around the world.…

By BNP Paribas Asset Management

20/11/25
Article

Portfolio perspectives

Alternative credit outlook: Stability amid...

This article is part of our 2026 Investment Outlook. Resilience amid global shifts Global markets have shown remarkable resilience despite…

By Christophe Fritsch

19/11/25
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Portfolio perspectives

Real assets outlook: Widening investment...

This article is part of our 2026 Investment Outlook. Real asset values have stabilised The logistics sector continues to lead…

By Justin Curlow

19/11/25
Article

Portfolio perspectives

Why flexibility will be key...

This article is part of our 2026 Investment Outlook. Despite no shortage of challenges and obstacles, returns across fixed income…

By James McAlevey & other authors

19/11/25
Article

Portfolio perspectives

Sustainable investing in 2026: The...

This article is part of our 2026 Investment Outlook. Recent years have seen investors operate in an environment shaped by…

By Jane Ambachtsheer & other authors

19/11/25
Article

Portfolio perspectives

Artificial intelligence: Not a bubble…...

Artificial intelligence (AI) is the most impactful digital transformation theme since the development of the Internet. The public launch of…

By Pamela Hegarty & other authors

19/11/25