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Article

Front of mind

Asset allocation monthly – Taking...

With US yields near 4%, we took profits on our US duration underweight, lifting government bond and US bond allocations…

By BNP Paribas Asset Management & other authors

06/10/22
Article

Front of mind

Weekly market update – A...

The degree and speed of monetary policy tightening in developed markets triggered renewed selling of equities and a further sharp…

By Andrew Craig

29/09/22
Podcast

Front of mind

Talking heads – Slow-motion recession...

While equity markets are feeling the pinch from rising real rates, earnings reports and guidance are yet to reflect the…

By Nadia Grant & other authors

26/09/22
Article

Front of mind

Weekly market update – Conduct...

Since the Jackson Hole economic symposium in late August, things have quickly escalated: Hawkish decisions and comments from US policymakers…

By Nathalie Benatia

22/09/22
Article

Front of mind

Opportunities and ESG investing in...

David Choa, head of Greater China Equities, talks about investment opportunities and the application of environmental, social and governmental (ESG)…

By David Choa

20/09/22
Podcast

Front of mind

Talking heads – Energy crisis...

It is all hands on deck to deal with the current energy crisis, even if that forces countries to use…

By Edward Lees & other authors

19/09/22