Divergence calls for diversification: Asia’s...
Asian investors have long directed significant investments to the US; this year the trend of diversification towards other markets has…
07/10/25
Fixed income
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Article
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Graph
Graph of the week –...
The underperformance of eurozone government bond markets, slightly negative in the third quarter compared to +1.6% for US Treasuries (in…
03/10/25
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Article
Why today’s markets favour absolute...
Market conditions have been characterised by stubbornly high inflation trends, sharp interest rate swings, and heightened geopolitical tensions. This increased…
01/10/25
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Article
Absolute Return Bonds: A compelling...
James McAlevey, Head of Global Aggregate and Absolute Return at BNP Paribas Asset Management, explains how his award-winning team empowers investors…
26/09/25
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Article
Weekly Market Update – Riding...
The swing in the US Federal Reserve’s preoccupation from tariff-induced inflation risk to labour market weakness – and the consequential…
25/09/25
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Article
Why opportunities to diversify within...
Both interest rates and credit spreads influence bond performance. Both are typically negatively correlated, providing attractive diversification potential for fixed…
23/09/25