Spotlight: AI
Our latest insights on AI
Portfolio perspectives
AI’s growing influence on fixed income markets
By Chris Iggo
Forward thinking
Why technology is the cornerstone of European strategic autonomy
By Lazare Hounhouayenou & other authors
Portfolio perspectives
AI’s long-term investment potential continues to ratchet up
By Chris Iggo
Portfolio perspectives
AI: A sustainability risk and opportunity for long-term investors
By Alexander Bernhardt & other authors
Front of mind
Issues currently moving the markets
VIEW FROM THE MARKETS
Front of mind
View from the markets: What’s the meaning of the emerging market tech stock sell-off?
By Daniel Morris
TAKE TWO
Front of mind
Take Two: Renewed Middle East hostilities
By BNP Paribas Asset Management
VIEW FROM THE MARKETS
Front of mind
View from the markets: Get real, bonds
By Chris Iggo
TAKE TWO
Front of mind
Take Two: IMF lowers global growth forecast
By BNP Paribas Asset Management
VIEW FROM THE MARKETS
Front of mind
View from the markets: I expected more
By Daniel Morris
TAKE TWO
Front of mind
Take Two: Stocks enjoy strong first half
By BNP Paribas Asset Management
Portfolio perspectives
Investment strategies and asset allocation
TALKING HEADS
Portfolio perspectives
Global equities: Earnings expectations remain strong
By Nadia Grant & other authors
FIXED INCOME OUTLOOK
Portfolio perspectives
Global Fixed Income Outlook Q3 2026 – Bonds keep calm and carry on
By BNP Paribas Asset Management
Portfolio perspectives
Emerging Market Debt: Established resilience
By Alaa Bushehri
Portfolio perspectives
Global Sovereign Bonds: Watching the new Fed Chair
By BNP Paribas Asset Management
Portfolio perspectives
European High Yield: Market supportive despite geopolitical tensions
By Olivier Monnoyeur
Portfolio perspectives
US Agency Mortgage-Backed Securities: Fundamentals remain robust
By BNP Paribas Asset Management
Forward thinking
Trends shaping the future
TALKING HEADS
Forward thinking
London Climate Action Week: In the heat of the moment, time to seek concrete solutions
By Thibaud Clisson & other authors
Forward thinking
Clean energy investment: Balancing energy security with net zero
By Nadia Grant & other authors
Forward thinking
Green is not enough: The need to scale up transition finance
By Malika Takhtayeva & other authors
Forward thinking
Why technology is the cornerstone of European strategic autonomy
By Lazare Hounhouayenou & other authors
Asset class views
Forward thinking
Unlocking green, social and sustainability bonds’ full potential
By Johann Plé & other authors
Forward thinking
Europe’s strategic autonomy: what we know and what is forecast
By Lazare Hounhouayenou & other authors