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
TAKE TWO
Front of mind
Take Two: Stocks reach record highs; Eurozone and US business activity improves
By BNP Paribas Asset Management
TAKE TWO
Front of mind
Take Two: Central banks keep rates on hold but divisions emerge
By BNP Paribas Asset Management
VIEW FROM THE MARKETS
Front of mind
View from the markets: The earnings season has been amazing. Why have stocks fallen?
By Daniel Morris
TAKE TWO
Front of mind
Take Two: ECB holds rates
By BNP Paribas Asset Management
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
Portfolio perspectives
Investment strategies and asset allocation
Portfolio perspectives
Managing private asset allocations in open-ended funds
By Raul Leote De Carvalho & other authors
Portfolio perspectives
Emerging market equities offer a deep‑value play as the global growth engine turns green
By Edward Lees & other authors
EQUITY OUTLOOK
Portfolio perspectives
Global equity outlook: A tale of two markets
By Daniel Morris
Portfolio perspectives
ETF Watch – August 2026
By Daniel Dornel
MARKET VIEWS
Portfolio perspectives
Monthly Market Views: Equity earnings boost and Asia’s move away from oil
By Daniel Morris & other authors
TALKING HEADS
Portfolio perspectives
The impact of AI on the media and advertising industries
By Matthijs Leendertse & other authors
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