From AI ecosystems to industrial...
The period spanning the second half of 2025 and the first half of 2026 marked a watershed moment for smaller…
14/09/26
Portfolio perspectives
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Article
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Article
Distinctive strategies to harness fixed...
As we reach the midpoint of Q1 2026, the investment landscape continues to be a volatile mix of opportunity and…
07/09/26
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Article
Why an absolute return approach...
By James McAlevey, Head of Global Aggregate and Absolute Return and Vicky Browne, Investment Specialist at BNP Paribas Asset Management…
21/08/26
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Article
US Agency Mortgage-Backed Securities: Fundamentals...
This article is part of the Fixed Income Quarterly Outlook for Q3 2026, covering Emerging Market Debt, Euro Credit, Euro…
20/07/26
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Article
Emerging Market Debt: Established resilience
This article is part of the Fixed Income Quarterly Outlook for Q3 2026, covering Emerging Market Debt, Euro Credit, Euro…
20/07/26
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Article
Déjà vu: Parallels between the...
Comparing previous tech booms and bust cycles with today’s AI surge highlights some notable patterns. Historically, undervalued stocks with low…
16/04/26