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Portfolio perspectives

Talking Heads – US equities:...

Geoff Dailey, Deputy Head of US equities, and Andrew Craig, Co-Head of the Investment Insights Centre, discuss recent trends in…

By Geoff Dailey & other authors

08/05/23
Video

Portfolio perspectives

Asset allocation video – Assessing...

Watch our asset allocation video with Daniel Morris, Chief Market Strategist, and Maya Bhandari, Global Head of Multi-Asset, as they…

By BNP Paribas Asset Management & other authors

04/05/23
Article

Portfolio perspectives

Money market funds – opportunities...

Money market funds are back in business now that central banks have boosted yields to levels not seen in years…

By BNP Paribas Asset Management

03/05/23
Podcast

Portfolio perspectives

Talking Heads – Secular trends...

How are major global trends such as the drive towards greater sustainability and the reopening of China’s economy working out…

By Steve Sherman & other authors

01/05/23
White paper

Portfolio perspectives

Equity outlook – A fragile...

Our latest equity outlook details how some market observers have taken heart from the impending end of the US Federal…

By Daniel Morris

28/04/23
White paper

Portfolio perspectives

Asset allocation monthly – Five...

In our latest Asset Allocation Monthly report, we discuss five key changes to our multi-asset portfolios. First, we are now…

By BNP Paribas Asset Management & other authors

26/04/23